Features / Proposals

Manage every proposal with the full commercial context

Understand the request correctly, plan the creative and financial work, and take action at the right time. Keep every proposal stage and every supporting record together from the first meeting to the client's decision.

Manage every proposal with the full commercial context

Build a proposal workflow around the way your company sells

Define stages for creative development, budgeting, revision, negotiation, or confirmation probability, then manage every request on a visual Kanban board. Add critical dates and next actions so no proposal is left waiting unnoticed.

All proposal information in one place

Keep meetings, notes, tasks, phone calls, files, budgets, revenue forecasts, and next actions attached to the same opportunity. Everyone can see what has happened and what needs to happen next.

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Revenue scenarios for complex events

For congresses, conferences, and other events with multiple revenue streams, model registration, accommodation, sponsorship, content, and other income sources together. Compare scenarios before committing to a plan and update the commercial picture as assumptions change.

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Present proposals on a dedicated client page

Instead of treating the proposal as a static Excel or PDF attachment, give the client a dedicated space to review the offer, comment, approve, and export what they need. See when the proposal is opened and use engagement signals to time your follow-up more intelligently.

Client-ready proposal pages with review, comments, approval, and export
Open notifications so sales teams know when interest becomes active
Engagement signals that help teams follow up with more context

See how eventIQ fits the way your team works

Walk through your current event workflow with us and see where planning, attendee experience, finance, approvals, and reporting can work better together.