The Proposal Event Document is a pre-confirmation document used to present the full cost of an event or group booking to a client. It combines accommodation, meeting spaces, F&B, and extras into one proposal with VAT calculations, subtotals, and a grand total. This document is for review and approval only and does not create invoices or accounting entries.
Before you start
A Proposal Event Document template must first be created in the Documents Module and configured for all active or relevant languages before the document can be generated.
Where to find it
Navigate to Reservations, open the Group/Event Booking, and under E-mails & Print Documents, select Proposal Event Document.
How to generate a proposal
Open or create a group/event booking, add all required services with the correct dates, quantities, pricing, and VAT setup, then select Proposal Event Document to generate the proposal. Review the details, export the document via the Print button, and send it to the client for approval.
What the document includes
The proposal automatically groups services into clear sections such as accommodation, conference spaces, F&B, and extras. Each line item includes the quantity, unit price, VAT, and total amount, along with the total VAT and grand total for the event.
Important to note
Changes made to the booking after sending a proposal will not update previously generated documents. A new proposal must be generated after any pricing, service, or VAT changes. Proposal accuracy depends on the correct setup of services, pricing, and VAT.
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