Create a Proposal

This article will walk you through creating a proposal for an event in Momentus Elite. The proposal will be created from a custom document template. If you do not have any proposal templates created, please contact us.

1. Go to the event's details page.
2. Click Contracting.
3. Click the add add icon next to Proposals.
4. In the Create Proposal slider:
   1. Name the proposal.
   2. Add a description. (Optional)
   3. Select a proposal template from the dropdown.
   4. Select a file format (PDF or DocX) from the dropdown.
      • The file format option will only be available on documents being created with the Insights templating system.
      • A few notes on Insights documents:
        • Insights documents in DocX format can be edited in the Elite editor while Insights PDFs cannot.
        • DocX files, when sent to clients, will be sent as DocX. They are not converted to PDF.
        • DocX files sent to DocuSign are converted to PDF by DocuSign.
      • Non-Insights templates always create documents as PDFs but those PDFs can be edited in the Elite editor.
   5. Select a contact for the proposal from the dropdown. Only contacts attached to the event will be available.
5. Click Save.
6. Your proposal has been created. If the event's contract status was No Proposal or Contract, it will be updated to Proposal Created.