Proposal Templates & Packages
Setting up reusable packages and add-ons for faster proposals.
Packages and add-ons are what proposals are built from. Set them up once and every proposal starts consistent.
Packages
Settings → Packages.
| Field | Notes |
|---|---|
| Package Name | What the couple sees |
| Base Price | |
| Description | Appears in proposals |
| Pricing Model | Fixed or tiered |
Pricing Model is the one that matters:
- Fixed Pricing — one price for a set number of guests
- Tiered Pricing — different prices based on guest count ranges
Tiered is worth the setup if your price genuinely moves with headcount, because the lead score reads a lead's budget against your packages at their guest count. With fixed pricing everything is measured against one number.
Features
Each package carries an Included Features list — add one line at a time with Add feature, and remove any with the control beside it. Until you add some it says "No features added yet."
The list is not decoration: it flows into the included items on every proposal built from that package. Writing it properly once saves writing it on every proposal.
Be specific: "Exclusive use of the Grand Ballroom for up to 200 guests" tells a couple something. "Ballroom" does not.
Add-ons
Settings → Add-Ons, each with a Name, a Price and a Description.
Add-ons appear as options when building a proposal and become their own line items when ticked.
Use them to keep your package list short. Three packages plus eight add-ons covers more ground than eleven packages, and is far easier to change when your prices move.
How they reach a proposal
Selecting a package sets the base price and fills the included items from its features. Ticking add-ons adds a line each. Tax applies to the subtotal, and you can still add custom lines for anything that fits neither.
Changing them later
Editing a package changes future proposals. Proposals already built keep the figures they were built with — a couple cannot have their price change under them after the fact.
Practical use
- Three or four packages. Enough to offer a choice, few enough that a couple can hold them in their head.
- Put the difference between tiers in the first two features. That is as far as most people read.
- Review prices seasonally, not per inquiry. A package edited constantly stops being a package.
Frequently Asked Questions
Does editing a package change proposals I already sent? No. They keep their original pricing.
Can a package have no features? Yes, but its proposals then have nothing under included items.
What is the difference between an add-on and a custom line item? An add-on is reusable and set up in Settings. A custom line item is written on one proposal for one situation.
Do packages work without proposals? Yes — a package can be assigned straight to a wedding.
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