Planning Pod: Event Proposal Software & Templates + eSignatures

Unlimited Line Items

Create event proposal line items with detailed descriptions, quantities/hours, unit costs, taxes, and markups/discounts. Add more detail by uploading an image for each line item.

Image Gallery

Illustrate your capabilities and bring your vision to life with images you can upload in gallery format. Embellish them with titles and captions.

Branding and Design

Embellish your event proposals with your logo and a font and color that reflects your brand. Your clients will appreciate the clean, easy-to-read design of our online and downloadable proposals.

Event Proposal Templates

Save time and build out reusable event proposal templates with line items, categories, messaging, etc. Create line item templates to quickly add frequently used items and packages.

Content Fields

Script detailed overviews/summaries that offer up your qualifications, event strategies and goals, legal terms and policies. Add personal messages for thank-yous and next steps.

Line Item Categories

Need to break your event proposals down into sections? Or want to group multiple line items into a package? Just add categories and assign line items to them to display subtotals.

Email Communications

You can email event proposals directly from inside your Planning Pod account to your prospects. Plus you can create boilerplate email messages and customize them for each client.

Event Proposal PDFs

Fully designed PDF files are included in proposal emails sent from our system, and you can also download event proposal PDFs directly to your laptop or desktop.

Electronic Signatures

It’s always a great idea to have your clients sign off on your event proposals, and our proposal e-signature tool lets you email clients a link so they can review and sign your proposals online.

Change Orders

Need to make modifications to a proposal after it has been signed? No worries ... just create a change order, edit the proposal, and send out the new version to be signed by the client.

File Attachments

If you have additional files to accompany your proposals (like documents or PDFs of electronic brochures, pricing sheets, case studies), just attach them to be emailed out with the proposal.

Integration With Invoices

Our event invoicing feature works hand-in-hand with our event proposal software tool. Simply click a button to create a new invoice that carries over all line items and categories from the proposal.

Service Fees and Gratuities

If you run a business (like an event venue or catering company) where you customarily add service charges and gratuities for staff, you can quickly build those into your event invoices.

Delivery / Shipping and Setup Fees

Do you offer rentals, products or food-and-beverage service? If you do, you can easily add delivery and set up charges to your proposals (by dollar amount or percentage).

Integrations and Reporting

Share your event proposal data with hundreds of other applications via the Zapier platform (including CRM and accounting apps). Download custom reports for proposals and conversions.

Event Planning Tools

Take advantage of our additional event management solutions like our client CRM tool, lead manager, electronic contract builder, event invoicing tool, and event schedule builder.

Stand out from the competition with our customizable event proposal software

Build stronger client relationships with professional proposals you can spin up in minutes.

Provide clear, detailed pricing, and descriptions

Build branded event proposal templates

Captivate clients with colorful images and design

Simplify change orders and signature collection

Reduce friction for clients and staff

See why over 70,000 event and hospitality professionals rely on our web-based event proposal generator

A closer look at Planning Pod’s event proposal software tools

Discover how event planners, venues and caterers use our event proposal tools to close more sales