# Event Planning Proposal Template, Free

Source: https://nerix.ai/templates/event-planning-proposal

Pitch an event with the concept, venue, programme, services and a clear budget.

## Fill it in and preview

You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/event-planning-proposal)

### Event Planning Proposal: Annual partner conference

**For:** Orion Pharma **From:** Marigold Events **Date:** 7 November 2026

## 1. The event

- **Event:** Annual partner conference

- **Date and place:** 12 and 13 March 2027, Lisbon

- **Guests:** 180

## 2. Concept and goals

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

## 3. Programme

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

## 4. Services included

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

## 5. Budget

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

## 6. Planning timeline

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

## 7. Terms

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

This proposal is valid until 20 November 2026 .

## 8. Next step

To confirm, reply to this proposal and we will send the agreement and begin booking.

Contact: [events@marigold.example](mailto:events@marigold.example)

Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.

Offers and proposals

## What this template is for

An event planning proposal you fill in online: concept, date and venue, programme, services, budget, timeline and terms. Download it as Word or PDF.

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](https://nerix.ai/templates/offers)

Offers and proposals

## What you fill in

The form asks for 13 details. The document fills itself in as you type.

- ### 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

Offers and proposals

## What is inside

The parts of this document, in order.

- 1 1. The event
- 2 2. Concept and goals
- 3 3. Programme
- 4 4. Services included
- 5 5. Budget
- 6 6. Planning timeline
- 7 7. Terms
- 8 8. Next step

Templates

## How it works

- 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.
- 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done.
- 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print.

### Make it yours with AI

Open it in the chat and ask for changes: shorter, firmer, another situation, another language.

[Adapt it with nerix](https://nerix.ai/try?template=event-planning-proposal)

### Was this template helpful?

Offers and proposals

## Questions people ask

### 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.

Templates

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- [Engagement letter A professional's letter setting out the work, fees, duties on both sides, confidentiality and how the engagement ends. Offers and proposals](https://nerix.ai/templates/engagement-letter)
- [Marketing proposal Pitch a marketing plan with goals, channels, budget and the results you will report. Offers and proposals](https://nerix.ai/templates/marketing-proposal)
- [Partnership proposal Propose working together with another business, starting with a low-risk pilot. Offers and proposals](https://nerix.ai/templates/partnership-proposal)
- [Project proposal Propose a project in phases, with milestones, dates, prices and a place to accept. Offers and proposals](https://nerix.ai/templates/project-proposal)

[See all Offers and proposals templates](https://nerix.ai/templates/offers)

Templates

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### Use it in nerix

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### Learn more

- [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template)
- [Offers and proposals](https://nerix.ai/templates/offers)
