Proposals & Presentations
Turn the client’s request into a proposal, build the budget and request quotes from suppliers. Keep it all in one project, in the order your team prefers.
A new idea, a proven format or a conversation already in progress. Create the project from where you are, then start shaping the proposal.
Create a project for a new client request. Build the days, activities and services around the client’s objectives, dates and budget.
Use an existing structure as your starting point. Adapt the programme and service mix to this client, this group and this event.
Use Meetingbox Intelligence to help create a project from the existing communication thread. Review the interpreted requirements, then develop the proposal.
The idea and the numbers, together
Shape the experience in the presentation or work through the services in the budget. Link suppliers from either view as the plan develops.
If your team prefers to work from the numbers, build the service scope in the budget. Link suppliers there, then develop the client-facing proposal around the same project.
Give the client something to respond to
Bring the programme, proposed services and pricing into a clear client conversation. Share the proposal, gather feedback and refine the plan before moving into the next stage.
When the client needs a line-by-line financial view, share a formatted Excel export alongside the proposal.
A shared direction for the next stage.
Follow your preferred workflow
Some clients need to approve the idea before detailed sourcing begins. Other requests need supplier pricing and availability checked before the proposal is shared. Work in the order the event needs.
When the direction comes first
Develop the concept and indicative budget, share them with the client, then use the agreed direction to request detailed supplier quotes.
When the detail comes first
Check supplier availability and pricing while building the plan. Use those details to shape a more fully costed proposal for the client.
The client request tells you what to plan. Your proposal presents the idea and price. Supplier RFPs help you gather the quotes needed to deliver it.
Supplier requests for proposal (RFPs)
Create supplier RFPs from the services in your project. Set out what you need, collect comparable quotes and bring the chosen supplier’s costs back into the budget—before or after client approval, depending on your workflow.
Move from winning agreement to delivering the event with the same programme, suppliers and commercial context.
Build from the client’s needs and the conversation behind them.
Work on the presentation and budget within the same project.
Keep agreed services and supplier decisions with the team doing the work.
From client request to proposal to delivery
See how Meetingbox brings event proposals, budgets and sourcing together.