Your First Proposal

Click New Proposal from the navigation bar at the top of any page. You can also start from the Dashboard welcome card.

You will be asked for the client name and the event name. These appear on the cover section and throughout the proposal.

Templates define which sections your proposal starts with and in what order. Choose one to get a head start, or skip this step to let Paul recommend sections for you.

Paul, the built-in proposal assistant, asks 3 to 7 questions about the event. He may ask about:

• The type of event (conference, gala dinner, product launch, etc.)
• The brief or scope of work
• The tone you want (formal, friendly, confident)
• Which team members to feature

The more detail you provide, the better the draft will be.

Based on your answers, Paul drafts all the section content: your About Us (pulled from your saved company bio), the Understanding section, a Technical Specification structure, the Accept section, client details in Specially Prepared For, and your team members.

Once Paul finishes, you are taken to the editor. The editor has three panels:

• Sidebar (left): your section list, drag to reorder
• Preview (centre): a live, WYSIWYG view of your proposal
• Edit panel (right): section-specific controls and fields

Review Paul's draft, tweak the copy, add your quotation, upload images, and adjust layouts until you are happy. Read Editor Overview for the full guide.

When your proposal is ready, click Sendin the editor toolbar. You can send via email (enter the client's email address) or copy a unique link to share however you prefer.

Read Sending Proposals for details on password protection, expiry dates, and tracking.