What Should Be Included in a Floral Proposal / Quote?

First and foremost, before you send a quote, make sure the event is priced profitably. This is where Floral Math Works is here to help.

Floral Math Works can create an estimate within minutes for the standard floral products you sell. It does the math instantly and accurately.

Floral Math Works also has the tools to create a recipe, cost that recipe, and determine a profitable selling price for any new arrangement or installation.

What are the three most important aspects of a Wedding & Event Proposal or Quote?

In a word: Clarity.

Your client should be able to:

• 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, subtotals, fees, and taxes broken out clearly.

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

If you’re just starting as a Studio Florist, you know how difficult it can be to create a proposal or quote that lists all of your customer's requested items, calculates subtotals, allows for special fees and taxes, calculates the Total Retail Price, and reflects the clarity and care your customers deserve.

Many forms are too generic, overpriced, or simply not built with florists in mind.

When you’re running a floral design studio and planning flowers for a wedding or special event, you need a simple, reliable way to send a proposal. However, you’ve probably hit the same roadblocks:

• Overly complicated layouts that slow you down

• Pretty designs that skip important details

• Templates hidden behind pricey subscriptions

A Studio Florist template should allow you to:

• Easily add your company name, address, email, and phone number

• List each requested item, its quantity, and its price — including arrangements, installations, rentals, and more

• Add a production fee as a percentage or dollar amount for delivery, setup, flip, strike, etc.

• Add a card processing fee as a percentage or dollar amount for POS processing

• Add a sales tax percentage

• Add a down payment as a percentage or dollar amount

• Automatically and accurately calculate all the math!

The idea is to send an initial proposal or quote to clients via email as a PDF file. Your Point-of-Sale software would then provide the official final invoice for payment.

Studio floral designers are among the most creative and hardworking business owners around. And when it comes to managing the money side of the floral design business, the right tools can be hard to find. Too often, we pay more than we should — only to end up with features we don’t need and will never use.

So, to help you find the right proposal template for your business, I created an example USD $ Proposal/Quote for you to view. You’ll find the USD $ Proposal/Quote in the dropdown menu under My Weddings & Events on the horizontal navigation bar.

Best,

Pete

Creator of Floral Math Works