Event Proposal

The Event Proposal Flow Template is used by event managers to automate the process of collecting data from visitors for more efficient event planning.

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Take Advantage of Ready-Made Workflows to Speed up Organization Processes

The Event Proposal Flow Template is a solution that helps event managers and organizers complete all required paperwork faster and use it more efficiently when preparing for an event. With the help of the no-code Bots, anyone can automate their workflow by customizing the conditional logic for their own case.

Check out the benefits of automation with airSlate:

  1. Create polished and easy-to-complete forms that you can share in seconds.
  2. Receive smart notifications every time a new form is submitted.
  3. Instantly update your data sources with the data you’ve collected without copy-pasting.
  4. Do all the work you need in a single secure workspace without third-party integrations.
  5. Process and redline collected information with your colleagues in real-time.

By automating the Event Proposal Flow Template, event managers can eliminate routine tasks and focus on event planning. The automatically collected and accurately sorted data helps to optimize the organization process and allow managers to focus on event planning.

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Pre-fill Event Proposal fields from a CRM, Spreadsheet or database records

Extract data from Event Proposal to a CRM, Spreadsheet or database

Archive Event Proposal to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Event Proposal workflow

Spend an average of 10 minutes to complete a Event Proposal document

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No-code automation, integrations, configuration and distribution of Event Proposal

  • Add additional fillable fields to Event Proposal

    Workflow document feature example Workflow document feature example

  • Embed fillable Event Proposal in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Event Proposal

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Event Proposal

    Workflow document feature example Workflow document feature example

  • Request attachments for Event Proposal from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Event Proposal with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Event Proposal

    Workflow document feature example Workflow document feature example
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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HOW iT WORKS

How to Event Proposal

Watch our quick user guide video and learn how to use the Event Proposal. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Event Proposal

how to write a proposal that's what we're going to talk about today hi event planners I'm Chelsea from event planning comm today we're going to break down a proposal but before we even get into that I want to talk about the very first step to booking a client you need to have a one-on-one conversation you should schedule an hour with this client you need to find out all the logistical information that they have in the idea of their event so what type of event is it what date are they looking at have they secured a venue what kind of demographic of people are going to attend the event how many people are going to attend the event as many questions as you can ask you also want to get a sense of the creative side of the event have they picked a theme or colors do they have some kind of idea of what they want for food or for music you want to get as much information as you can take detailed notes during this initial consultation so that you can use it for your proposal great so now we're ready to start writing the proposal the first thing that you want to do is write down those client needs so summarize what you learned about the event and what the client is looking for this is a great first part to put any suggestions that you might have if they have a book to venue yet if you include one or two photos of venues that you think would work for them with a little bit of information this is the place to do it but make sure you don't overwhelm them just a few suggestions in the first section the second section is going to be summarizing your personal experience as an event planner so talk about past events that you've done especially if you have any ones that relate to the clients event that you're working on the proposal for you can talk about any type of references that you might have any kind of formal training or online courses you've taken or certificates you've had this is where this goes if you've been in the business for a long time make sure to note how many years you've been in the business and maybe anybody else that you've worked with that's relevant and next we're going to move on to services offered so this is really important because a lot of clients are going to come with you and they're not really sure what event planning entails they don't really understand the breadth and how much work goes into it this is where you can really break it down and show them each individual component of their event and how much work you're actually going to be doing so everything from consulting you know can they actually call you are you available 24/7 for consulting leading up to their event
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