Event planning proposal

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Offers and proposals templates

• Your name or company

  For example: Marigold Events

• Your email or phone

  For example: events@marigold.example

• Client

  For example: Orion Pharma

• Event

  For example: Annual partner conference

• Date and place

  For example: 12 and 13 March 2027, Lisbon

• Number of guests

  For example: 180

• Concept and goals

  For example: A relaxed two-day meeting that helps partners meet the product team and leaves each guest with one clear action.

• Programme

  For example: Day 1: welcome, talks, workshop, dinner. Day 2: demos, panel, lunch and close.

• Services included

  For example: Venue search and booking, catering, audio and visual equipment, speakers, registration, signage, on-site team.

• Budget

  Separate your fee from costs paid to suppliers.

  For example: Planning fee EUR 9,000. Venue, catering and equipment about EUR 48,000, paid at cost with no mark-up.

• Planning timeline

  For example: Venue booked within two weeks of approval; invitations out 10 weeks before; final numbers 3 weeks before.

• Payment and cancellation terms

  For example: 30% on approval, 40% two months before, 30% after the event. Cancellation within 30 days of the event is charged at cost.

• Proposal valid until (optional)optional

  For example: 20 November 2026

1. 11. The event
2. 22. Concept and goals
3. 33. Programme
4. 44. Services included
5. 55. Budget
6. 66. Planning timeline
7. 77. Terms
8. 88. Next step

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 13 details, starting with Your name or company, Your email or phone, Client, Event, Date and place. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What is the difference between a proposal and a quotation?

A proposal explains the work and why you are the right person for it. A quotation gives a price for a defined scope. Both are here, so you can choose by how much explaining the customer needs.

Are these offer templates free to use?

Yes. Fill in and download any of them for free, with no account, as Word or PDF.

Is an offer legally binding once I send it?

That depends on where you are and how the offer is worded. Each template has a field for how long the offer is valid, and where the law matters it says to check local rules.

Can I add my own logo and sections?

Download the Word version and add them, or ask nerix in the chat to add a section, change the tone or write it in another language.

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