Creating a Proposal

  1. Go to the event's details page.
  2. Click Contracting.
  3. Click the add icon next to Proposals.
  4. On the create proposal slider:
    1. Name the proposal.
    2. Add a description. (Optional)
    3. Select a proposal template from the dropdown.
    4. Select a contact for the proposal from the dropdown. Only contacts attached to the event will be available.
    5. Click Save.
  5. Your proposal has been created. If the event's contract status was No Proposal or Contract, it will be updated to Proposal Created.
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