4 core workflows
Built for proposals, clients, payments, and production
Core Features
Everything you need to sell and manage custom projects
ProjectPRO combines AI proposal generation, professional proposal building, and booking workflows so event professionals can move from inquiry to approval faster.
AI Proposal From Notes
Turn rough client notes into clear, professional proposal drafts in minutes, then strengthen every quote with AI-powered You May Also Like recommendations that help increase booking value.
Proposal Builder
Build polished proposals with custom line items, taxes and fees, reusable proposal templates, PDF export, customer approval workflows, and unlimited customization for every project.
Client Management
Keep client details, approvals, follow-up history, and next steps organized in one place with smart tracking that helps your team know exactly when to reconnect.
Payment Tracking
Monitor deposits, balances, and payment status while using secure-your-date follow-up tools to guide clients from proposal approval to confirmed booking.
Messaging & Follow-Up
Stop losing customers after sending a proposal
Create Proposals. Follow Up Automatically. Secure More Deposits.
ProjectPRO moves beyond proposal creation by helping businesses follow up professionally, secure deposits, and close more sales from the same workflow.
Built-in messaging tools
Send personalized emails directly from ProjectPRO to customers who have received a proposal, viewed a proposal, not yet paid a deposit, not responded, or have upcoming event dates.
- No copying and pasting
- No separate email software
- Everything tracked inside ProjectPRO
Recover more bookings
Many customers are interested but simply get busy. ProjectPRO helps you follow up with a single click using professionally written templates.
- Friendly Reminder to keep the conversation moving
- Secure Your Date to encourage a deposit
- Availability Notice to create urgency
Bulk personalized messaging
Need to follow up with one customer or fifty customers who have not paid deposits? ProjectPRO sends personalized emails to each customer without a mass-email feel or manual editing.
Hi Sarah… Hi Jennifer… Hi Michael…
- Customer first name
- Event date and event type
- Proposal information
- Business name
Never forget to follow up
- Proposals sent
- Proposals viewed
- No deposit received
- Upcoming event dates
- Expiring proposals
ProjectPRO helps your team focus on the customers most likely to book.
Smart follow-up suggestions
- 3 days after proposal: Just checking in
- 7 days after proposal: We’d love to reserve your date
- 14 days after proposal: Your proposal may expire soon
This keeps your business top of mind without feeling pushy.
Secure more deposits
- Higher proposal conversion rates
- More deposits collected
- Fewer lost opportunities
- Better customer communication
- More booked events
ProjectPRO Pro
Future AI messaging
AI can draft custom follow-up emails based on proposal contents, event type, customer history, deposit status, and event date proximity for review before sending.
Sarah’s wedding is in 45 days and she viewed the proposal twice but has not secured the date.