Creating and sending proposals

Open /proposals and choose New proposal. Link the client and, when applicable, the originating inquiry. Add fixed-price catalog items or custom lines, then add discounts, fees, and tax. EventOps keeps the proposal in one currency and calculates percentage adjustments in order.

A proposal must contain at least one line before it can be sent. Sending creates a client review link and attempts the email. If delivery is unavailable, EventOps shows a copyable link instead of claiming the email was delivered.

Sent versions are frozen. Use New version to revise an offer without changing the exact version the client reviewed. The client can accept or decline from the scoped proposal page; their decision is recorded on that version.

Access and roles

Creating, editing, sending, versioning, and converting proposals requires proposals.manage, included in Owner, Admin, and Planner. A portal recipient can only view and decide the proposal bound to their secure link; they cannot browse agency proposals or edit pricing.

After acceptance, follow /help/proposal-to-event-conversion.