Create a Proposal

Permissions needed: Contracting > Edit

This article will walk you through creating a proposal for an event in VenueOps. The proposal will be created from a custom document template. If you do not have any proposal templates created, please contact us and we'll work with you to get those set up!

  1. Go to the event's details page.
  2. Click Contracting.
  3. Click the add 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.