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Proposals

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Proposals

A quote is a price. A proposal is the pitch around it: your logo, your words, the event laid out the way you want the client to picture it, and the numbers in their place. 1pm lets you build a proposal once as a set of blocks, then send it as a branded, live web page that fills itself in with each event's real details. No login for the client, nothing to attach, no PDF to keep re-exporting every time a detail changes.

This article covers building a proposal template, the blocks you can drop in, previewing against a real event, and getting it in front of a client.

Templates, not one-offs

You build a proposal template once and reuse it. A wedding proposal, a corporate dinner, a catering pitch: save each as its own template and it is ready the next time a similar enquiry comes in. Go to Leads, then Proposal templates in the sidebar. Give a new template a name (for example "Wedding proposal" or "Corporate dinner") and Create drops you straight into the builder.

The template is the design. It carries no event of its own. The event details only appear when you preview or send it against a real booking, so one template serves every client who fits it.

Building with blocks

A proposal is a flat stack of full-width blocks, top to bottom. Use + Insert to add one, drag the handle to reorder, and the preview updates as you go. There are two families.

Static blocks hold whatever you write:

  • Text is a rich-text block for your pitch, in your voice, with headings, bold, and bullet lists.
  • Logo drops in your branding logo.
  • Image places a picture from your Files library, so you can reuse photos you have already uploaded.

Event blocks pull live data from the booking, so you never retype what 1pm already knows:

  • Details, Venue, and BEO surface the event's date, space, pax, service style, and the rest of the brief.
  • Menu and F&B show the food and beverage you have set on the event.
  • AV lists the AV notes.
  • Pricing lays out the charges, with toggles for whether the client sees line prices, totals, or both.
  • Schedule shows a curated client-facing agenda. This is not your whole run of show: only the timeline items you have starred as agenda items appear, as time and title, so the client sees the shape of the day without the crew-level detail.

Because event blocks read live, a change to the event flows through to the proposal automatically. You are never sending a stale snapshot.

Fonts and branding

Each template has its own heading and body font, chosen from the same webfont catalogue as your menus. The builder preview uses the real fonts, so what you see is what the client gets.

Preview against a real event

At the top of the preview, the Preview as picker lets you swap between Sample data and any of your real events. Pick a booking and every event block fills in with that client's details, so you can read the proposal exactly as they will before it goes anywhere.

Getting it to the client

A finished proposal goes out as a hosted web page at its own private link, the same style of tokenised link as your invoices and confirmations. The client opens a clean, branded, read-only page in their browser, with no login.

There are two ways to send it:

  • Get shareable link from the builder gives you the URL to share however you like, in your own email or a message.
  • Link it to a reply template so it goes out automatically when you reply to a lead. On a reply template, set its proposal template, and once the lead is converted to an event, replying inserts a live "View the full proposal" link pointing at that client's own filled-in page. Sending marks the proposal as sent.

Either way the client always sees the current version at that link, so re-sending never breaks anything you already shared.

If you have switched on Client bookings under Tax & invoicing, the proposal page also carries a booking button, so a client reading it can pick a time with you rather than emailing to ask for one. See appointments and the booking page. A proposal is the one client-facing document that never carries a link into the client's own run of show, because a proposal has no bill-to and so gives 1pm no way to confirm who is reading it.

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