What Happens When I Send a Proposal?

At Gather, when we say 'Proposal', we are referring to the Menus, Notes, Policies -- every piece of information you want to finalize with your guest!

1. After you've worked out the key details with your guest and they're ready to move forward, it's time to send the Proposal in just a few clicks! To activate the Proposal, click the green 'Request Approval' button on the right side of each page inside the Booking.

2. After clicking the green 'Request Approval' button, a new Message box will appear. Your client's email address will automatically populate in the 'To' field -- It pulls from the 'Contact' section that you filled out earlier when creating the Booking! Keep in mind that you can add as many additional email addresses as you'd like here.

Inside the new Message, an automated text with a link to the Event Portal (Proposal) will appear. This link will send your client straight into their custom-made Proposal, which can be electronically approved! 

3. Note that you can insert attachments into your message, too! When you click the paper clip at the bottom of the box, you'll have the option to select a file that's already stored in your Gather 'Saved Files' to the left, or directly from your computer on the right.

4. Interested in inserting an Email Template? Click on the template icon next to the paper clip to choose from a list of your Email Templates created in Settings. When choosing your custom-made Event Proposal Template, make sure that it contains the 'Proposal Link' variable. This variable will automatically update with the correct Proposal link for the Booking where the Template is inserted!

5. Click the green 'Send' button in the lower right, and it's off!

Now that you've sent off the Event Proposal, let's look at its journey! 

6. When the initial Proposal has been sent off to your client, they will receive an email similar to this:

7. By clicking directly onto the Event Proposal link from this email, their Proposal will open! 

8. Now that the Proposal has been sent out to your client, you will see an option within the Booking to 'View' the Proposal. You can also see the date in which you originally sent out the proposal.

9. You've sent the proposal and your client has approved it. Congratulations! That means that they clicked to agree, inserted their name & email, and selected the green 'Approve Proposal' button to submit their approval to you! Or, they can choose to click the 'Print and Return Signed Docs' option.

10. As soon as this approval occurs, Gather automatically notifies you of the approval via email.

Your Proposal Approval Email in your personal email (Gmail, etc):

11. On the proposal itself, you will now see the Approval Stamp:

12. Within the Gather booking, you will now see two different options for the approved Proposal: View and Reopen.

You will also see the date in which your client approved the proposal. By clicking on this date in blue text, you will open up the Signed Contract Document with an approval time and date stamp. This document is ready to print out for your records!

13. Gather stores the Signed Contract Document in the 'Documents' tab of the Booking. It can be downloaded and printed for your records, as well as attached to any messages within Gather.

14. Signed Contract/Approval Certificate Document: