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How to Send a Proposal on VenueBook for Lite Users

Posted by Lyssa Test on Jul 20, 2017 9:10:00 AM
Lyssa Test

The best way to seal the deal with a potential client is by sending them a proposal as soon as you have enough information to build one. If you still have questions after reading their event details, feel free to shoot them a message to clear up any outstanding questions you may have. Otherwise, draft a proposal, sign and send!


Getting started is easy. After accepting the lead, you can create a proposal from the VenueBook Dashboard. You’ll have the option to use our proposal editor, or you can upload and send your own proposal.

Screenshot showing the Two Ways to creat a proposal on VenueBook

Once you access the proposal section, you’ll notice the event details at the top of the page under the section that says Initial Client Request.


From here you can add in event spaces / room rental fees, food and beverage fees, and any additional fees and services you might need. Just click the “+ Add” button at the top of a section to add a line item. From this window you can list the start/end time of this line item, set the price per item, set the item quantity, apply a discount, and add notes if needed.


If you want to edit something from a section use the pencil tool. To remove items, click the X, or delete, icon next to a specific icon.


You can add any additional fees or change existing fees / minimums in the “Totals” box on the bottom right of the page.


At the bottom of the page you’ll find two more sections: “Additional Information & Details” and “Legal.” Just click the Pencil Icon to edit either of these sections. Check out this article if you need more help, or watch the video below:

 

When you feel comfortable with the proposal you’ve created, click Sign and Send Current Proposal located in the top right corner. Just remember that this is a legally binding agreement so if your client accepts the proposal, it means that you have entered into a contract with the client.

A GIF of Sign & Sending proposal to a client 

And there you have it, how to send a proposal on VenueBook for Lite users! You're on your way to securing more business and delighting your customers. To try your hand at creating a proposal, click the button below:

Try Now!

 

Or check out another helpful article on how to message a client on VenueBook!

Topics: For Venue Managers