Setting Up Default Fields to Speed Up Response Time

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Why give the same answers to the same questions over and over? You don't have time for that. Set up default responses to common RFP questions and your rates, taxes, and meeting packages will pre-populate in each new proposal created for the property. Already started one? Click "Set Text as Future Proposal Default" on the lower right of the field to save them as you go. 
 
NOTE: If you're a North American independent property, this feature is only available for Professional licenses and above. Contact a sales representative to learn more.

1 Access your proposal defaults. Begin by selecting Venues from the blue navigation bar. Open a venue profile by clicking its name. Under Section Links on the left, select Proposal Defaults

All the larger text fields in a standard proposal are listed here. Don't recognize them? Look at the Section column. These correspond to the headers in the Proposal Wizard.
 
User-added image

Click the User-added image on the left to add or edit your default response.

Once you're done, click Save.


2 Add meeting packages. Click the neighboring tab, Meeting Packages. Choose a package and click the User-added image on the left. Enter the price per person per day and check the boxes beside the included items.
User-added image
 
Once you're done, click Save.

3 Set up default taxes. Select the neighboring tab, Taxes, and click Edit.

Choose a tax from the Category dropdown, enter the amount or percentage (e.g. 10) in the next field, then define whether it's an amount ($10) or a percentage (10%) using the Type dropdown.
 
NOTE: A proposal must have at least one tax listed before you can send it.
User-added image

Once you've added all your taxes, click Save.

4 Automate your cost estimates. If parking and plated lunches cost roughly the same per event, make them defaults. Select the neighboring tab, Estimated Costs, and click Edit.

You can add your total food and beverage minimum, applicable taxes, and service charges in the fields at the top. Click the  User-added imageto include a note for the planner.

For more specific costs, select one from the Item dropdown, choose how you'll charge from the Cost Type dropdown, enter the amount in the next field, and indicate whether it includes taxes or service fees using the Tax/Service dropdown. You can also default costs that are complimentary or not applicable at your venue to save time when filling out proposals.

 
User-added image

To include more, click Add Item on the lower right. Check the box beside an item and click Copy to duplicate it or Delete to remove it.

Once you've added all your costs, click Save.  


5 Edit the default answers you've saved. When you are responding to a planner's questions in an RFP, there's a link on the lower right that lets you make it the default response. These responses are stored with your proposal defaults and will populate every time you get asked that same question.
 
User-added image

To access your saved responses, click the rightmost tab, Additional Questions. Click the User-added image to edit an answer, or click User-added image to delete one. 

Once you're done, click Save.


 

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Why give the same answers to the same questions over and over? You don't have time for that. Set up default responses to common RFP questions and your rates, taxes, and meeting packages will pre-populate in each new proposal created for the property. Already started one? Click "Set Text as Future Proposal Default" on the lower right of the field to save them as you go. 
 
NOTE: If you're a North American independent property, this feature is only available for Professional licenses and above. Contact a sales representative to learn more.

1 Access your proposal defaults. Begin by selecting Venues from the blue navigation bar. Open a venue profile by clicking its name. Under Section Links on the left, select Proposal Defaults

All the larger text fields in a standard proposal are listed here. Don't recognize them? Look at the Section column. These correspond to the headers in the Proposal Wizard.
 
User-added image

Click the User-added image on the left to add or edit your default response.

Once you're done, click Save.


2 Add meeting packages. Click the neighboring tab, Meeting Packages. Choose a package and click the User-added image on the left. Enter the price per person per day and check the boxes beside the included items.
User-added image
 
Once you're done, click Save.

3 Set up default taxes. Select the neighboring tab, Taxes, and click Edit.

Choose a tax from the Category dropdown, enter the amount or percentage (e.g. 10) in the next field, then define whether it's an amount ($10) or a percentage (10%) using the Type dropdown.
 
NOTE: A proposal must have at least one tax listed before you can send it.
User-added image

Once you've added all your taxes, click Save.

4 Automate your cost estimates. If parking and plated lunches cost roughly the same per event, make them defaults. Select the neighboring tab, Estimated Costs, and click Edit.

You can add your total food and beverage minimum, applicable taxes, and service charges in the fields at the top. Click the  User-added imageto include a note for the planner.

For more specific costs, select one from the Item dropdown, choose how you'll charge from the Cost Type dropdown, enter the amount in the next field, and indicate whether it includes taxes or service fees using the Tax/Service dropdown. You can also default costs that are complimentary or not applicable at your venue to save time when filling out proposals.

 
User-added image

To include more, click Add Item on the lower right. Check the box beside an item and click Copy to duplicate it or Delete to remove it.

Once you've added all your costs, click Save.  


5 Edit the default answers you've saved. When you are responding to a planner's questions in an RFP, there's a link on the lower right that lets you make it the default response. These responses are stored with your proposal defaults and will populate every time you get asked that same question.
 
User-added image

To access your saved responses, click the rightmost tab, Additional Questions. Click the User-added image to edit an answer, or click User-added image to delete one. 

Once you're done, click Save.


 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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Why give the same answers to the same questions over and over? You don't have time for that. Set up default responses to common RFP questions and your rates, taxes, and meeting packages will pre-populate in each new proposal created for the property. Already started one? Click "Set Text as Future Proposal Default" on the lower right of the field to save them as you go. 
 
NOTE: If you're a North American independent property, this feature is only available for Professional licenses and above. Contact a sales representative to learn more.

1 Access your proposal defaults. Begin by selecting Venues from the blue navigation bar. Open a venue profile by clicking its name. Under Section Links on the left, select Proposal Defaults

All the larger text fields in a standard proposal are listed here. Don't recognize them? Look at the Section column. These correspond to the headers in the Proposal Wizard.
 
User-added image

Click the User-added image on the left to add or edit your default response.

Once you're done, click Save.


2 Add meeting packages. Click the neighboring tab, Meeting Packages. Choose a package and click the User-added image on the left. Enter the price per person per day and check the boxes beside the included items.
User-added image
 
Once you're done, click Save.

3 Set up default taxes. Select the neighboring tab, Taxes, and click Edit.

Choose a tax from the Category dropdown, enter the amount or percentage (e.g. 10) in the next field, then define whether it's an amount ($10) or a percentage (10%) using the Type dropdown.
 
NOTE: A proposal must have at least one tax listed before you can send it.
User-added image

Once you've added all your taxes, click Save.

4 Automate your cost estimates. If parking and plated lunches cost roughly the same per event, make them defaults. Select the neighboring tab, Estimated Costs, and click Edit.

You can add your total food and beverage minimum, applicable taxes, and service charges in the fields at the top. Click the  User-added imageto include a note for the planner.

For more specific costs, select one from the Item dropdown, choose how you'll charge from the Cost Type dropdown, enter the amount in the next field, and indicate whether it includes taxes or service fees using the Tax/Service dropdown. You can also default costs that are complimentary or not applicable at your venue to save time when filling out proposals.

 
User-added image

To include more, click Add Item on the lower right. Check the box beside an item and click Copy to duplicate it or Delete to remove it.

Once you've added all your costs, click Save.  


5 Edit the default answers you've saved. When you are responding to a planner's questions in an RFP, there's a link on the lower right that lets you make it the default response. These responses are stored with your proposal defaults and will populate every time you get asked that same question.
 
User-added image

To access your saved responses, click the rightmost tab, Additional Questions. Click the User-added image to edit an answer, or click User-added image to delete one. 

Once you're done, click Save.


 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
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  • 4
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Why give the same answers to the same questions over and over? You don't have time for that. Set up default responses to common RFP questions and your rates, taxes, and meeting packages will pre-populate in each new proposal created for the property. Already started one? Click "Set Text as Future Proposal Default" on the lower right of the field to save them as you go. 
 
NOTE: If you're a North American independent property, this feature is only available for Professional licenses and above. Contact a sales representative to learn more.

1 Access your proposal defaults. Begin by selecting Venues from the blue navigation bar. Open a venue profile by clicking its name. Under Section Links on the left, select Proposal Defaults

All the larger text fields in a standard proposal are listed here. Don't recognize them? Look at the Section column. These correspond to the headers in the Proposal Wizard.
 
User-added image

Click the User-added image on the left to add or edit your default response.

Once you're done, click Save.


2 Add meeting packages. Click the neighboring tab, Meeting Packages. Choose a package and click the User-added image on the left. Enter the price per person per day and check the boxes beside the included items.
User-added image
 
Once you're done, click Save.

3 Set up default taxes. Select the neighboring tab, Taxes, and click Edit.

Choose a tax from the Category dropdown, enter the amount or percentage (e.g. 10) in the next field, then define whether it's an amount ($10) or a percentage (10%) using the Type dropdown.
 
NOTE: A proposal must have at least one tax listed before you can send it.
User-added image

Once you've added all your taxes, click Save.

4 Automate your cost estimates. If parking and plated lunches cost roughly the same per event, make them defaults. Select the neighboring tab, Estimated Costs, and click Edit.

You can add your total food and beverage minimum, applicable taxes, and service charges in the fields at the top. Click the  User-added imageto include a note for the planner.

For more specific costs, select one from the Item dropdown, choose how you'll charge from the Cost Type dropdown, enter the amount in the next field, and indicate whether it includes taxes or service fees using the Tax/Service dropdown. You can also default costs that are complimentary or not applicable at your venue to save time when filling out proposals.

 
User-added image

To include more, click Add Item on the lower right. Check the box beside an item and click Copy to duplicate it or Delete to remove it.

Once you've added all your costs, click Save.  


5 Edit the default answers you've saved. When you are responding to a planner's questions in an RFP, there's a link on the lower right that lets you make it the default response. These responses are stored with your proposal defaults and will populate every time you get asked that same question.
 
User-added image

To access your saved responses, click the rightmost tab, Additional Questions. Click the User-added image to edit an answer, or click User-added image to delete one. 

Once you're done, click Save.


 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
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Why give the same answers to the same questions over and over? You don't have time for that. Set up default responses to common RFP questions and your rates, taxes, and meeting packages will pre-populate in each new proposal created for the property. Already started one? Click "Set Text as Future Proposal Default" on the lower right of the field to save them as you go. 
 
NOTE: If you're a North American independent property, this feature is only available for Professional licenses and above. Contact a sales representative to learn more.

1 Access your proposal defaults. Begin by selecting Venues from the blue navigation bar. Open a venue profile by clicking its name. Under Section Links on the left, select Proposal Defaults

All the larger text fields in a standard proposal are listed here. Don't recognize them? Look at the Section column. These correspond to the headers in the Proposal Wizard.
 
User-added image

Click the User-added image on the left to add or edit your default response.

Once you're done, click Save.


2 Add meeting packages. Click the neighboring tab, Meeting Packages. Choose a package and click the User-added image on the left. Enter the price per person per day and check the boxes beside the included items.
User-added image
 
Once you're done, click Save.

3 Set up default taxes. Select the neighboring tab, Taxes, and click Edit.

Choose a tax from the Category dropdown, enter the amount or percentage (e.g. 10) in the next field, then define whether it's an amount ($10) or a percentage (10%) using the Type dropdown.
 
NOTE: A proposal must have at least one tax listed before you can send it.
User-added image

Once you've added all your taxes, click Save.

4 Automate your cost estimates. If parking and plated lunches cost roughly the same per event, make them defaults. Select the neighboring tab, Estimated Costs, and click Edit.

You can add your total food and beverage minimum, applicable taxes, and service charges in the fields at the top. Click the  User-added imageto include a note for the planner.

For more specific costs, select one from the Item dropdown, choose how you'll charge from the Cost Type dropdown, enter the amount in the next field, and indicate whether it includes taxes or service fees using the Tax/Service dropdown. You can also default costs that are complimentary or not applicable at your venue to save time when filling out proposals.

 
User-added image

To include more, click Add Item on the lower right. Check the box beside an item and click Copy to duplicate it or Delete to remove it.

Once you've added all your costs, click Save.  


5 Edit the default answers you've saved. When you are responding to a planner's questions in an RFP, there's a link on the lower right that lets you make it the default response. These responses are stored with your proposal defaults and will populate every time you get asked that same question.
 
User-added image

To access your saved responses, click the rightmost tab, Additional Questions. Click the User-added image to edit an answer, or click User-added image to delete one. 

Once you're done, click Save.


 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Why give the same answers to the same questions over and over? You don't have time for that. Set up default responses to common RFP questions and your rates, taxes, and meeting packages will pre-populate in each new proposal created for the property. Already started one? Click "Set Text as Future Proposal Default" on the lower right of the field to save them as you go. 
 
NOTE: If you're a North American independent property, this feature is only available for Professional licenses and above. Contact a sales representative to learn more.

1 Access your proposal defaults. Begin by selecting Venues from the blue navigation bar. Open a venue profile by clicking its name. Under Section Links on the left, select Proposal Defaults

All the larger text fields in a standard proposal are listed here. Don't recognize them? Look at the Section column. These correspond to the headers in the Proposal Wizard.
 
User-added image

Click the User-added image on the left to add or edit your default response.

Once you're done, click Save.


2 Add meeting packages. Click the neighboring tab, Meeting Packages. Choose a package and click the User-added image on the left. Enter the price per person per day and check the boxes beside the included items.
User-added image
 
Once you're done, click Save.

3 Set up default taxes. Select the neighboring tab, Taxes, and click Edit.

Choose a tax from the Category dropdown, enter the amount or percentage (e.g. 10) in the next field, then define whether it's an amount ($10) or a percentage (10%) using the Type dropdown.
 
NOTE: A proposal must have at least one tax listed before you can send it.
User-added image

Once you've added all your taxes, click Save.

4 Automate your cost estimates. If parking and plated lunches cost roughly the same per event, make them defaults. Select the neighboring tab, Estimated Costs, and click Edit.

You can add your total food and beverage minimum, applicable taxes, and service charges in the fields at the top. Click the  User-added imageto include a note for the planner.

For more specific costs, select one from the Item dropdown, choose how you'll charge from the Cost Type dropdown, enter the amount in the next field, and indicate whether it includes taxes or service fees using the Tax/Service dropdown. You can also default costs that are complimentary or not applicable at your venue to save time when filling out proposals.

 
User-added image

To include more, click Add Item on the lower right. Check the box beside an item and click Copy to duplicate it or Delete to remove it.

Once you've added all your costs, click Save.  


5 Edit the default answers you've saved. When you are responding to a planner's questions in an RFP, there's a link on the lower right that lets you make it the default response. These responses are stored with your proposal defaults and will populate every time you get asked that same question.
 
User-added image

To access your saved responses, click the rightmost tab, Additional Questions. Click the User-added image to edit an answer, or click User-added image to delete one. 

Once you're done, click Save.


 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.