A proposal is the page a client reads, either a live Dynamic page or a Designed PDF. Start either one from Quotes & Proposals.
Before you start
- Answer the sales tax question under Sales tax in Settings. No proposal sends until it is answered.
- Give clients a way to pay. Only the owner can, under Stripe payments. Choose how clients can pay you covers the options.
- On the Free plan, proposals, contracts and invoices you send count toward 3 client-facing documents a month. Pro and Team have no limit.
Pick the type
- Dynamic
- A live web proposal. The client picks bundles and add-ons, sees the price update and books with a built-in Reserve button.
- Designed (PDF)
- A document you lay out yourself or import from Canva.
- Click New Proposal. The button is missing if your role cannot create proposals.
- In Create a proposal, click Continue under the type you want.
Start a Dynamic proposal
- Under Link to a project (recommended), pick the project. Client details fill in, and Reserve attaches to it.
- Click Build from scratch, or pick a row under Or start from a template.
- The proposal opens for review. Click Edit blocks to change its pages, then Review & send.
- On Before you send, click See it as they will to preview. Then click Send proposal, or Get link only to copy the link.
Start a Designed proposal
- Pick a project under Link to a project (optional) first. The next click creates the draft, and a linked project fills smart fields such as the client's name.
- Click Blank page, Import design for a PDF, PNG or JPG, or a row under Or start from a template.
- Lay out the pages. The design editor saves as you work.
- Click Share in the top bar to copy a client link.
What the client sees
A proposal shows no tax. The invoice carries it. The client sees the whole payment schedule before reserving.
With Auto-send on accept on, Reserve sends the contract, the client signs, then pays, and payment books the event. It is off by default, and Reserve then goes straight to the deposit. Turn it on under Contract templates. Send the contract when a client reserves a date has the details.
The link works for 180 days. If the guest count or hours change after you send, the client cannot reserve until you update the price with the button on the proposal.
Something look off?
Work through each check in order. Most fixes take under a minute.
The proposal will not send
- 1 · "Answer the sales tax question before you send." means the question is open. "Answer your sales tax questions" lists the ones still open. By default only the owner can answer the travel and service charge questions. The banner links to Sales tax, or names who to ask.
- 2 · "Your clients have no way to pay yet." means no payment method is set up. Ask the owner to set up payments.
- 3 · "Finish setup before sending proposals to clients." means account setup is unfinished.
- 4 · "This proposal has no client email on file." means the project needs a client email.
- 5 · A message ending "Upgrade to Pro for unlimited sends." means the Free plan's 3 documents are used. Upgrade, or send next month.
A client's link stops working
- 1 · Open the Dynamic proposal and click the More actions menu.
- 2 · Choose Rotate link. The new link is copied and the old one stops working.
- 3 · A Designed proposal has Regenerate link under Share options instead.