What are the three most important aspects of a Wedding & Event Proposal, Qoute or Invoice?
In a word: Clarity.

Your client should be able to:

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• Understand exactly what they’re getting — every product, rental, and service listed in plain language.

• See the true cost of everything — with item prices, quantities, fees, and taxes broken out clearly.

• Trust the numbers — confident that every calculation and total is accurate.

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A crystal-clear proposal avoids confusion, builds trust, and makes the process smoother for both you and your client.

 

BLOG POST: Read article titled "A Proposal or Qoute Template for the Home Studio Florist"

 

Create a Template: Enter your company information such as: name, address, email and phone number. Add a company tag line or simply remove all the text. Unfortunately at present, entering a company logo is not possible. Then click Save to save a Json file. Then Load the saved Json file (template) to start each new proposal. Then click Save to save a Json file for each proposal.

Terms:

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Event Production Fee: Any fee amount charged should be explained in the yellow field. This fee is typically for delivery, delivery & installation, installation & strike, or full service. Enter either a percentage or a dollar amount.

Card Processing Fee: Any fee amount charged should be explained in the yellow field. This fee is typically for the Point of Sale credit card processing. Enter either a percentage or a dollar amount.

Sales Tax: Enter a percentage.

Booking Deposit Applied: Enter either a percentage or a dollar amount and any applicable information in the yellow field such as when it was paid.

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Total Amount Due: Enter any applicable information such as the due date in the yellow field.​

 

Template Buttons:

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• Click Print button: Select a printer and click Print to print a paper copy

• Click Create PDF button: Save as PDF file for making an electronic copy for recordkeeping and sending a copy of the proposal via email

• Click Save button: Provide a name for the file and click Save to save the form data (as a json file) so you can reenter the form data into the template to amend as needed

• Click Load button: Select the specific (json) data file and click Open to reenter the form data into the template and amend as needed

• Click Reset button: Clears the form data you entered and returns the to an empty template