Client proposals can be generated in two formats: Full or Summary. By default, proposals are created in the Full format. This guide explains how to set proposals to the Summary format at the office, client, or individual booking level.

TABLE OF CONTENTS

• 1. Set the Default for All Office Bookings
• 2. Set the Default for a Specific Client
• 3. Set the Format for an Individual Booking

1. Set the Default for All Office Bookings

• Go to the Options tab.

• Scroll to the Documents section.
• Find the Office documents field and click View.

• In the pop-up window, select Summary as the default option.
• Click Save.

2. Set the Default for a Specific Client

• Go to the Clients module.
• Locate and select the desired client.
• In the General tab, find Document Settings and click View.

• In the pop-up window, select Summary as the default for this client.
• Click Save.

3. Set the Format for an Individual Booking

• From the main menu, go to either the Event/Accommodation or Supplier Bookings module.
• Locate and select the relevant booking.
• Go to the Agent tab.
• In the Document Settings area, click View.

• In the pop-up, change the selection from Default Full to Summary Proposal. Ensure the “Use” box is ticked for both.
• Click Save.

• The proposal for this booking will now display provider details in the summary view.

• To revert to the full proposal view, return to Document Settings under the Agent tab and click Reset Settings.