The proposal is the offer a client accepts and pays against. The builder has five steps — Basic, Terms, Documents, Note, Review — and you can move back and forth with Previous and Next before sending.
Step 1 — Basic
Date & Time carries over from the client's request. Check it matches what you've discussed.
Costs & Fees
- Hourly Rate — your rate for this event, not necessarily your profile average
- Payment Structure — Deposit or Full Amount. See Deposit vs Full Amount
- Deposit Type, then either Deposit Amount or Deposit Percentage
- Travel Cost — type it in, or turn on Use Travel Calculator to work it out from a starting address
Use My Default appears next to several fields and fills in the values you saved under Manage Defaults.
Enhancements
- Extras — the add-ons the client asked for, each with its own price
- Additional Items — Add Item, then an Item Name and a cost, for anything that isn't a standard extra
Other
- Equipment — what you're bringing. Use My Default pulls in your saved text.
Step 2 — Terms
- Requisites — what you need the client or venue to provide
- Expires On — the date this offer stops being valid
- Cancelable Until — the last date the client can cancel for a full refund
Both dates are required. See Your Proposal Window: Expires On and Cancelable Until.
Step 3 — Documents
Attach the agreements the client signs. The table lists each document's Name, Status, Acceptance Type, and Completion Date, and New Document adds one. See Adding Documents to a Proposal.
Step 4 — Note
A free-text message to the client. Use it for anything the line items don't say — what you'll do during the ceremony, when you'll arrive to set up, what you'd like to know before the day.
Step 5 — Review
The full proposal exactly as the client will read it: the Service Breakdown table, the totals, and the Proposal Terms. Read it once before sending, then select Send Offer.
After sending
The status becomes Offer Sent and the client gets a notification. You can download a PDF of what you sent from the Progress tab.
Writing a proposal that gets accepted
Itemise rather than quoting one number. A single figure invites negotiation; a breakdown showing performance time, travel, and each extra shows the client what they're paying for. Set Expires On far enough out to be reasonable but close enough to prompt a decision — most DJs use one to two weeks.