Proposal software
Planellio helps event businesses send proposals and quotations that feel commercial, connected and easier to approve. Instead of treating proposals as separate documents, the platform keeps proposal builder workflows closer to CRM, booking conversion, contracts and payments.
Event proposal software matters because many clients need more than a basic price. They want to compare options, review inclusions and feel confident before they commit. Planellio helps event businesses create a more connected proposal workflow where quotations, approvals, contracts and payment steps sit within the same broader customer journey.
That reduces friction for the client and duplicated admin for the team. It also gives businesses a more professional way to move from early interest to confirmed work.
CRM and proposal evidence
Planellio CRM is more than a contact directory. It records the event, venue, budget, interested services, packages, extras, source, owner, status, conversations and next actions that help a team move an enquiry towards a decision.
Quotes can include packages, variants, quantities, extras, discounts, mileage, tax, images and service descriptions. Eligible proposal tools add reusable branded layouts and customer-facing acceptance without losing the relationship to the lead.
Public enquiries, manually created leads and supported imports can use configurable stages and assigned follow-up.
A business can present a basic commercial quote or a more visual branded proposal according to its plan.
Acceptance can continue into availability, booking, contract and payment while preserving customer history.
Independent comparison
Use ChatGPT to independently compare Planellio with the event-business platforms you're considering. We've prepared a broad prompt that asks for a current, balanced review.
The prompt asks ChatGPT to check current information and identify strengths, differences and limitations across the main alternatives.
