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Proposals

Proposals as beautiful as your flowers. With every number underneath.

Build the quote on one board, where every line you add is already part of the proposal. Make it yours in the Design Studio, then send it for your client to read and sign on any device. Your client sees the flowers and one clean price. You see the cost and margin behind every line.

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14 days free · No card

Act 1

Build it on the proposal board

Everything you add goes straight into the proposal.

01 · It starts with the enquiry

Start from what your client told you.

Send your client a brief, or let them find your enquiry form, and their names, date and venue arrive with the event. Five short setup steps follow: the brief, your vision, a template, and a live preview that shows the proposal taking shape as you go.

Working from a planner’s email instead? Add the details yourself and carry on.

  • Your own enquiry link for your website and Instagram.Studio
  • SmartPick a template and Smart fill places your photos on the cover and pages.

02 · This board is the proposal

Every section you fill in is a page they’ll read.

Open the event and the proposal is already on the board: your brief, your vision and the moodboard from setup, then numbered sections from the arrangements to your terms. Each one becomes part of the document your client receives.

  • Palette and up to six moodboard images, with Pinterest import.
  • SmartCompose a vibe suggests a title, a description and a palette from your images, and you keep what fits.

03 · The arrangements

Add each arrangement once.

Type a name, a quantity and a price and press Enter, and the line is on the proposal. Keep going, or build it properly: a recipe stem by stem, a saved template, or a Smart Recipe from a photo or a description.

  • Group lines the way the day runs, from the ceremony to the reception.
  • Rentals, team and labour, and operational costs can each have their own lines.
  • Save the services and costs you add to every quote.

04 · Your numbers

Your client sees one clean price. You see everything behind it.

Every line shows what it costs you and where its price comes from: your recipe, your markup, or a price you set. The Live quote total beside the board keeps your cost, what you keep and your margin up to date as you work.

  • Hydrangeas up at market? Change the price once and every arrangement using it follows, with Undo. Or change it for one arrangement only.
  • Set your markups, tax (named GST or VAT, if that’s what you charge) and discounts once, in your pricing rules.
  • Add a planner’s commission your client never sees.
  • Split the total into a payment schedule, with a deposit due when they sign.

05 · Client view

One click to see it the way your client will.

Switch on Client view and the board becomes the finished proposal, in your template, exactly as your client will read it, on a desktop or a phone. Switch it off and your numbers are back.

Act 2

Make it yours in the Design Studio

Open Design from the board and style the proposal you just built.

06 · The look

Try a new look on your own proposal.

Preview any of six templates on your own pages: your photos, your words, your prices. Accept the one you like, or cancel and nothing has changed. Golden Hour turns it landscape, like an open album.

  • Modern Garden, Classic Core and Corporate Editorial on every plan.
  • Romantic Luxe, Estate Lookbook and Golden Hour.Studio

07 · Fonts and words

Change the fonts and the words, right on the page.

Hover a font pairing and the page repaints in it; tap to keep it, or upload your own fonts. Click any words on the page and type. Details that come from the event, like your client’s names, stay in sync.

  • Show, hide or rename sections, and hide prices where you want to.
  • A4 or US Letter.

08 · Your own pages

Add pages of your own, then check it before it goes.

Add a page anywhere in the proposal: a blank page, a full-page photo, or a layout like kind words or three photos, already in your template’s style. Bring your Canva designs in and they stay linked. Save the whole look as a preset for next time. Before you send, Checks looks over every page.

  • Your logo and colours around the proposal too, on your client’s page and in your emails, sent from your own web address.Studio

Act 3

Send it and get it signed

From the board to their inbox, and back as a booking.

09 · Send

Send it the way your client reads.

Email it from BloomBoard, copy a signing link with a QR code for WhatsApp or a text, or download a signable PDF. Give it an expiry date so an old quote doesn’t hang around, and see in the event’s activity when it has been opened.

  • Automatic reminders before it expires.Studio

10 · Signed and booked

They sign on their phone. You’re booked.

No account and no app. Your client reads every page, agrees to your terms and signs by drawing or typing their name. If something needs changing they can ask for changes instead, and you hear about it straight away.

When they say yes, the event is marked booked, and the deposit invoice is drafted from your payment schedule, or sent the moment they sign if you choose. The arrangements you priced are already your recipes and order sheets.

  • You both get a sealed, signed copy with a certificate of acceptance, and your client gets the terms they agreed to as their own PDF.
  • Need to change a sent proposal? Send a new version and the old link points to it.
  • Your client pays by card or bank transfer from the invoice page, and BloomBoard takes no fee.Beta

For anyone comparing tools

Everything in proposals

Build

  • Client brief details carry over
  • Your own enquiry link for your website and InstagramStudio
  • Palette and up to six moodboard images, with Pinterest import
  • SmartPalette drafted from your images
  • Four ways to add an arrangement
  • Arrangement groups, from ceremony to reception
  • Rentals, services, team and operational costs as their own lines
  • Saved services and costs
  • Special conditions for one event
  • Your terms, attached from Terms Studio

Price

  • Cost, markup and margin on every line
  • One price per flower per event, with Undo and “only this arrangement”
  • Markups, tax (with your tax name) and discounts
  • A planner’s commission your client never sees
  • Payment schedule with a deposit on signing

Design

  • Modern Garden, Classic Core and Corporate Editorial templates
  • Romantic Luxe, Estate Lookbook and Golden Hour templatesStudio
  • Font pairings, or your own fonts
  • Your own pages: text, photos, lines and shapes
  • Canva designs, kept in sync
  • Show, hide or rename sections; hide prices per section
  • Design presets for next time
  • A4 or US Letter, with checks before you send
  • Your branding on client pages and emailsStudio

Send & sign

  • Email, signing link with QR code, or signable PDF
  • Expiry dates: 14, 30 or 60 days, or your own
  • Automatic reminders before expiryStudio
  • Opened, signed, declined and changes requested, in the event’s activity
  • Signature drawn or typed
  • Clients can ask for changes or decline
  • New versions replace old links; compare versions

After yes

  • Event marked booked
  • Sealed signed PDF with a certificate of acceptance
  • The terms they agreed to, as their own PDF
  • Deposit invoice drafted, or sent on signing
  • Card (Stripe, or Yoco in South Africa) or bank transferBeta
  • Recipes, order sheets and the week-of plan from the same event

Studio on the Studio planSmart Smart featuresBeta in beta

“Having my entire workflow in one platform has been a game changer. My proposals feel more polished and professional, and clients are approving them faster.”
Biate, Fyn Blom

Questions

Questions about proposals

Does my client need an account or an app?

No. They open your proposal from a link on any phone, tablet or computer, read every page and sign online. You can also send a signable PDF.

Which templates come with each plan?

Core includes Modern Garden, Classic Core and Corporate Editorial. Studio adds Romantic Luxe, Estate Lookbook and Golden Hour, the landscape one. The Design Studio, your own pages, fonts and Canva import work on both plans.

Will my client see my costs, or a planner’s commission?

No. Your client sees your prices. Costs, markups and margins only show in your own view, and a planner’s commission is built into the prices your client sees, while BloomBoard shows you what you owe the planner.

What if I need to change a proposal after I’ve sent it?

Make a new version and send it. The old link tells your client a newer version is waiting, and you can compare the two. Once a client has signed, that version is fixed.

Can my client pay a deposit when they sign?

Yes. The deposit invoice is drafted from your payment schedule, or sent automatically when they sign if you switch that on. Your client pays by card or bank transfer from the invoice page. Online payments are in beta, and BloomBoard takes no fee.

Where do my terms and conditions go?

Attach your terms to the proposal, or set default terms for every new one. The proposal links to them, the PDF carries a QR code to them, and a client who signs gets the terms they agreed to as their own PDF.

Can I design my own pages or use my own fonts?

Yes. Add your own pages anywhere in the proposal with text, photos, lines and shapes, upload your own fonts, bring in Canva designs, and save the result as a preset for next time.

See six finished proposals on the homepage, take the free proposal templates, or see how recipes work.

Let us help the business catch up to the florist you’ve become.

Start with one real client and one real event — every feature on for 14 days. Pippa and Dylan will help you from there.

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