Articles on: Business Tools

Creating Proposals

Proposals are how you present your services, pricing, and brand to potential clients. ALIVE lets you build professional, branded proposals directly from your dashboard — complete with service packages, effects showcases, terms and conditions, and more.



Accessing Proposals


  1. Log in to your web dashboard
  2. Navigate to Proposals from the sidebar
  3. You'll see all your existing proposals with their current status


Each proposal card shows the title, client name, status (Draft, Sent, Viewed, Signed, or Declined), payment status, and the total amount.


[screenshot: Proposals list page with status filters]



Creating a New Proposal


  1. Click the + New Proposal button
  2. Choose a theme — dark or light mode for the client-facing view
  3. You'll be guided through a setup wizard:
  • Title — Give your proposal a name (e.g., "Johnson Wedding Photobooth Package")
  • Client — Select an existing client or create a new one
  • Event — Link to an existing event or create one
  • Currency — Choose between USD ($) or ILS (₪)
  • Valid Until — Set an expiration date


You get 3 free proposals. After that, a Pro plan is required to create unlimited proposals.



Building Your Proposal


The proposal builder uses a section-based approach. You can add, remove, reorder, and customize these sections:


  • Introduction — Welcome text and event overview
  • Services — Your packages and pricing pulled from the catalog
  • Effects & Templates — Showcase your AI effects and photo templates
  • Terms & Conditions — Legal terms and event policies
  • Custom Section — Any additional content you need


For the Services section, you can pull items directly from your Service Catalog or add one-off items. You can also make items client-selectable so clients can choose their own add-ons, with either single or multi-select modes.


[screenshot: Proposal builder with section list on the left and preview on the right]



Pricing and Discounts


The Pricing Summary section automatically calculates totals based on your services. You can also apply:


  • Fixed discounts — A flat dollar/shekel amount off the total
  • Percentage discounts — A percentage off the subtotal
  • Deposit requirements — Require a deposit amount before confirming



Branding Your Proposal


Every proposal carries your brand. The branding settings let you customize:


  • Business name and logo
  • Profile picture
  • Accent color, background color, and text color
  • Font family


These settings ensure every proposal you send looks consistent and professional.



Sending to Clients


Once your proposal is ready:


  1. Click Send to change the status from Draft to Sent
  2. Share the unique proposal link with your client
  3. Track when they view it, sign it, or decline it


The proposal status updates automatically as clients interact with it.



What's Next?


Updated on: 04/06/2026

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