Turning a new event enquiry into a sent proposal involves checking availability, researching costs, and writing a custom document from scratch. Doing this by hand across scattered emails, calendars, and spreadsheets slows response times and invites pricing errors.
The automated version captures enquiry details, checks the calendar, and assembles a priced proposal draft in one flow. Staff review and approve, then the system sends the proposal and schedules the follow-up automatically.
The full workflow, from trigger to completion.
A new enquiry from the web form, forwarded email, or call log creates a deal record automatically.
The automation checks the requested date against and flags conflicts instantly.
If the date is booked, an email with two or three alternate dates is sent to the client automatically.
The automation reads the enquiry text and pulls out headcount, budget, event type, and requested add-ons.
Package pricing is calculated against current cost rules and vendor rates without spreadsheet work.
A branded proposal document is populated with the pricing, event details, and terms.
The manager gets a alert with the draft attached and approves or edits before it goes out.
The approved proposal is emailed to the client with open tracking enabled.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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