First time setup — create a password to protect your client data.
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Password
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New Client & Project
Event type determines proposal, contract, timeline, and task list templates
Duplicate for repeat client
All 6 documents will be copied and linked to the new client
Copying from
—
—
Select documents to copy
New client details
All pricing tiers, service selections, contract clauses, and budget line items will be carried over. Client name, date, venue, and contact info will be updated throughout.
Proposal Templates
Save your best proposals as reusable templates · Apply to any client in one click
Add a section
Saved
Viewing as —
Team & Client Access
Add users, assign roles, and control document access
Add user
Document permissions
Document
View
Edit
Current users
Recent
Document
No client selected — go to Clients tab
Click any section to edit it
Select or create a client first
Go to Clients → select a client → choose a document type above
Tables
Round 48"
Round 60"
Round 72"
Cocktail
Rect 6ft
Rect 8ft
Sweetheart
Head Table
Fixtures
Stage
Dance Floor
Bar
Buffet
DJ Booth
Entrance
Lounge
RoomW×HftShape
Cut WCut H
DrawFillStrokeSelect a tool to draw
Layout seat count differs from documents.
Properties
Select an element
Drag a table or fixture onto the canvas
Task List
Select a client to view tasks
Subtasks
Smart categorize
Scanning vendor names and notes for category keywords
Vendor name
Detected from
Assign category
All vendors are categorized
No uncategorized vendors found.
Import from CSV
Upload your vendor or venue spreadsheet
Drop your CSV here or click to browse
Supports .csv, .tsv — any column order, any headers
Your CSV can have any column names. In the next step you'll match them to the right fields. Only Name is required — everything else is optional.
0 rows detected
Import as:
Map your columns → App fields
App field
Your CSV column
Fields left as — skip — will be left blank. You can always fill them in manually after import.
