An event planning proposal that wins the discovery call.
Event planners win clients by being calm and structured. Our event planning template projects exactly that — concept, vendor curation, day-of coordination, transparent pricing. Sent as a link, decided in one read.
The discovery-call follow-up problem
You have a great discovery call. Then you send a Word doc proposal and wait. The doc gets lost in their inbox, the couple has 14 other planners to compare, and you don't know if they opened it. Send a hosted link instead — they open it on the couch, accept while planning together, you get notified.
How proposalonce works for event planners
- Pick the Event Planning template — full-service, structured around the day
- Define the feeling — start with what the guests should feel, then design backward
- List vendor scope and day-of coverage — what you handle, what's invoiced separately
- Add optional rehearsal-dinner planning — as an upsell during review
What's in the event planning template
- The Event (concept-first description)
- Concept (mood, palette, vendor curation, logistics)
- Day-of (your on-site coverage, point-of-contact for vendors)
- Investment (planning fee, day-of coordination, on-site assistant)
- Optional: rehearsal dinner, post-event reconciliation
- 21-day validity
FAQ
Does this include vendor pricing?
No. Vendors are invoiced separately at cost — there's a default line in the template stating that. Some planners include a vendor-management markup; you can add it as an additional line item.
What about destination weddings?
Same template, add travel expenses as line items. The optional-items system lets you add or remove them at the discovery stage.
Can multiple decision-makers see it?
Yes. Share the link with the couple, both parents, whoever needs to weigh in. The Accept button is single-click, so coordinate offline.
Ready to send one?
Try it free — pay only when you're ready to send a clean, watermark-free proposal.
Send an event planning proposal — free