--- title: "Tips & Tricks in Review: October 2021" description: This is a recap of the Tips & Tricks email series for the month of October. image: https://blog.detailsflowers.com/hubfs/oct-tips-tricks.png --- [![Details Flowers Software](https://blog.detailsflowers.com/hs-fs/hubfs/Top%20%26%20Bottom%20Nav%20Logos-1.png?width=352&height=86&name=Top%20%26%20Bottom%20Nav%20Logos-1.png "Details Flowers Software")](http://detailsflowers.com) - [Home](https://detailsflowers.com/) - [Blog](https://blog.detailsflowers.com/blog) - [Details Direct](https://info.detailsflowers.com/details-direct) - Pricing & FAQs ▾ - [Plans & Pricing](https://info.detailsflowers.com/plans) - [Features](https://info.detailsflowers.com/features) - [Testimonials](https://info.detailsflowers.com/testimonials) - [FAQs](https://info.detailsflowers.com/faqs) - Details University ▾ - [Listen on Spotify](https://info.detailsflowers.com/masterclasses) - [Classes](https://info.detailsflowers.com/details-university) - Contact Us ▾ - [Schedule a Demo](https://meetings.hubspot.com/details-flowers/demo) - [Schedule an Intro Call](https://meetings.hubspot.com/details-flowers/details-introductory-call-15-minutes) - [Email Us](mailto:hello@detailsflowers.com) - [\[Sign In\]](https://details.flowers/) # Tips & Tricks in Review: October 2021 ##### by [Details Flowers](https://detailsflowers.com) ● 2 November, 2021 ● [Tips & Tricks](https://blog.detailsflowers.com/blog/topic/tips-tricks), [Details University](https://blog.detailsflowers.com/blog/topic/details-university) ![](https://blog.detailsflowers.com/hubfs/oct-tips-tricks.png) Every week we send out an email to existing clients with helpful tips and tricks for using Details Flowers Software. The Support Team looks at trending questions each month and works to identify ways we can help to spread knowledge to everyone using the platform. Make sure you're subscribed to the Education & Support messages from Details to get these helpful emails!  # Here's a recap of what we covered in October in the Tips & Tricks series! Proposal Settings ![Screen Shot 2021-09-10 at 4.30.06 PM](https://blog.detailsflowers.com/hs-fs/hubfs/Screen%20Shot%202021-09-10%20at%204.30.06%20PM.png?width=967&name=Screen%20Shot%202021-09-10%20at%204.30.06%20PM.png) Customize your proposals with the new Proposal Settings menu. Choose what information you want to appear on your Proposals, set a custom font, and more! Head over the the 'Proposal' tab of any event and you'll see the 'Proposal Settings' area in the top-left of the page. Here you will see the following options: - **Theme: **Choose the Proposal theme you would like to use for your event from the drop-down menu. Don't see one you want to use? [Visit our Marketplace](https://details.flowers/marketplace?utm_campaign=Tips%20and%20Tricks&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--GGw5CsLPsqOV03dUFXvvsIU0eKshud8GyOelLLs7aROMhqQF6cElGwdNxr1mRR2_9Ihl9) to purchase a new premium proposal template! - **Page Number: **Choose what you would like to appear on your footer using the 'Format' field. Choose to use Proposal Tokens or type in your own! Select your alignment from the drop-down menu so your footer will appear on the bottom left, right, or center of each page - **Fonts: **Choose your Primary and Secondary fonts from the corresponding fields. There are over 1,000 Google fonts to choose from! - **Company Info Header: **Change your company logo and company information per event! Want to include a specific designer's email? How about switching between logos and addresses for multiple locations? Now you can!   Proposal Templates  As floral and event designers, time is extremely valuable. At Details, we recognize this by implementing the ability to create templates of your Worksheets and Event Terms. Now, we have added the option to save your Proposals as a template as well for you to easily load into future events! ## Saving A Template - Click the 'Menu' button in the upper right-hand corner of the 'Proposal Settings' section - Select 'Save As' from the available options - On the resulting box, select 'Save As A Template' from the drop-down menu - Enter a description for your template and click 'Save' ![ezgif.com-gif-maker (14)-1](https://blog.detailsflowers.com/hs-fs/hubfs/ezgif.com-gif-maker%20(14)-1.gif?width=600&name=ezgif.com-gif-maker%20(14)-1.gif) ## What Is Saved In A Template - Fonts - Company Information - Logo Image - Cover Images - Concept Images - Font Color (available on certain themes) - Text background color (available on certain themes) - Concept Feeling Text - Page settings (hiding or showing a page or section)  - Footer alignment and verbiage - Company Rep Signature - Company Rep Signature Date Proposal Defaults   We had so many users request the option to set Defaults on the Proposal page, such as hiding pages and sections by default and setting a default counter signature. Well, now you can! Choose what you want to hide or show for every Proposal and make any adjustments needed per event!   ## Saving Your Defaults - Click the 'Menu' button in the upper right-hand corner of the 'Proposal Settings' section - Select 'Save As' from the available options - On the resulting box, select 'Save As Proposal Defaults' from the drop-down menu - Enter a description and click 'Save' ![ezgif.com-gif-maker (15)-1](https://blog.detailsflowers.com/hs-fs/hubfs/ezgif.com-gif-maker%20(15)-1.gif?width=600&name=ezgif.com-gif-maker%20(15)-1.gif) ## What Is Saved In A Default Template - Fonts - Company Information - Logo Image - Cover Images - Concept Images - Font Color (available on certain themes) - Text background color (available on certain themes) - Concept Feeling Text - Page settings (hiding or showing a page or section)  - Footer alignment and verbiage - Company Rep Signature - Company Rep Signature Date Holly Chapple Templates You now have three brand-new Proposal Themes to choose from to help you in creating completely branded and unique Proposals for your clients. These Proposals were created in partnership with the infamous Holly Chapple and come pre-loaded with photos from her most recent photoshoot! ## ![hope-faith-believe-bundle](https://blog.detailsflowers.com/hs-fs/hubfs/hope-faith-believe-bundle.gif?width=1000&name=hope-faith-believe-bundle.gif) ## New Options In addition to the updated visual aspect, you will also now have some additional settings options as well: - Add a footer graphic - Custom accent lines and accent line colors - Updated color story styles - Custom footer verbiage by [Proposal Tokens](https://support.detailsflowers.com/en/the-proposal-using-proposal-tokens?utm_campaign=Tips%20and%20Tricks&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8nSPfSDkcPyaKZUF7-XYu7ws1kBMELvK0ynaKzxnDDSwEBP3w0DYQiss_uUYVoDdhVaZTa) or manual entry - Ability to change certain font colors (Faith Theme) These themes are now available in the [Details Marketplace](https://details.flowers/marketplace?utm_campaign=Tips%20and%20Tricks&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8nSPfSDkcPyaKZUF7-XYu7ws1kBMELvK0ynaKzxnDDSwEBP3w0DYQiss_uUYVoDdhVaZTa) for purchase!   --- Keep an eye on your inbox each week to get in-depth educational Tips & Tricks content for all things Details and, as always, reach out to our Support Team if you need anything! Reach out to us any time by emailing [support@detailsflowers.com](mailto:support@detailsflowers.com). You can also chat with us from the chat option within your account, or by using the 'Contact Us' form also found within your account under the 'Support' menu! Don't forget to register for our next [Tips & Tricks Webinar](https://us02web.zoom.us/meeting/register/tZMsfuurrjosG9ORwZqkBbnFoS4mZJvke7zb) on November 17th at 2 P.M EST!  [![novt&t-1](https://blog.detailsflowers.com/hs-fs/hubfs/novt%26t-1.png?width=700&name=novt%26t-1.png)](https://us02web.zoom.us/meeting/register/tZMsfuurrjosG9ORwZqkBbnFoS4mZJvke7zb) [Previous](https://blog.detailsflowers.com/blog/the-framework-behind-framing-floral-techniques) [Next](https://blog.detailsflowers.com/blog/new-partner-jet-fresh-flowers) ### Blog Topics - [News & Events (266)](https://blog.detailsflowers.com/blog/topic/news-events) - [Partners (149)](https://blog.detailsflowers.com/blog/topic/partners) - [Details University (106)](https://blog.detailsflowers.com/blog/topic/details-university) - [Tips & Tricks (86)](https://blog.detailsflowers.com/blog/topic/tips-tricks) - [Just For Fun (62)](https://blog.detailsflowers.com/blog/topic/just-for-fun) - [Designers (34)](https://blog.detailsflowers.com/blog/topic/designers) ### Recent Posts ### [Details Flowers Software 2025 Year in Review](https://blog.detailsflowers.com/blog/details-flowers-software-2025-year-in-review) ### [Navigating Details Direct Webinar Recap](https://blog.detailsflowers.com/blog/details-direct-webinar-recap) ### [The Top 10 Mistakes Florists Make (and How to Avoid Them)](https://blog.detailsflowers.com/blog/the-top-10-mistakes-florists-make) **Follow Details on Instagram!** ![Top & Bottom Nav Logos copy](https://blog.detailsflowers.com/hubfs/Top%20%26%20Bottom%20Nav%20Logos%20copy.png) **Details is a platform that helps florists and designers do more and earn more.  Our software streamlines proposals, ensures clients are profitable down to each arrangement, and simplifies the payment process. Suppliers benefit too, with additional business from in-network florists, volume predictability, and greater customer loyalty.** **[![1-Mar-06-2025-02-08-25-1011-PM](https://blog.detailsflowers.com/hs-fs/hubfs/1-Mar-06-2025-02-08-25-1011-PM.png?width=30&height=30&name=1-Mar-06-2025-02-08-25-1011-PM.png)](https://www.facebook.com/detailsflowers) [![2-Mar-06-2025-02-08-25-0551-PM](https://blog.detailsflowers.com/hs-fs/hubfs/2-Mar-06-2025-02-08-25-0551-PM.png?width=30&height=30&name=2-Mar-06-2025-02-08-25-0551-PM.png)](https://www.instagram.com/detailsflowers/) [![3-Mar-06-2025-02-08-25-0562-PM](https://blog.detailsflowers.com/hs-fs/hubfs/3-Mar-06-2025-02-08-25-0562-PM.png?width=30&height=30&name=3-Mar-06-2025-02-08-25-0562-PM.png)](https://www.youtube.com/@Detailsflowers) [![4-Mar-06-2025-02-08-25-0670-PM](https://blog.detailsflowers.com/hs-fs/hubfs/4-Mar-06-2025-02-08-25-0670-PM.png?width=31&height=31&name=4-Mar-06-2025-02-08-25-0670-PM.png)](https://www.linkedin.com/company/10633597/)[![social icons-1](https://blog.detailsflowers.com/hs-fs/hubfs/social%20icons-1.png?width=31&height=31&name=social%20icons-1.png)](https://www.tiktok.com/@details.flowers.software)** - About - [Home](https://detailsflowers.com) - [Details Direct](https://info.detailsflowers.com/details-direct) - [About Us](https://detailsflowers.com/about) - [Features](https://info.detailsflowers.com/features) - [Plans & Pricing](https://info.detailsflowers.com/plans) - [Testimonials](https://info.detailsflowers.com/testimonials) - [Press](https://info.detailsflowers.com/press) - [Media](https://info.detailsflowers.com/media) - Details University - [Listen on Spotify](https://info.detailsflowers.com/masterclasses) - [Classes](https://info.detailsflowers.com/details-university) - [Demo](https://meetings.hubspot.com/details-flowers/demo) - [FAQs](https://info.detailsflowers.com/faqs) - [Careers](https://info.detailsflowers.com/careers-0) - [Internships](https://info.detailsflowers.com/internships) - Community - [Blog](https://blog.detailsflowers.com/blog) - [Our Partners](https://info.detailsflowers.com/partners) - [Become a Partner](https://info.detailsflowers.com/become-a-partner) - [Join Our FB Group](https://www.facebook.com/groups/detailsflowers/) - Members - [User Agreement](https://info.detailsflowers.com/user_agreement) - [Privacy Policy](https://info.detailsflowers.com/privacy_policy) - [Newsletter Sign Up](https://share.hsforms.com/11p2kVvqiRxSfZcPttN6mTw21epl) - [Update Email Preferences](https://info.detailsflowers.com/resubscribe-to-important-updates) Contact Us   [hello@detailsflowers.com](mailto:hello@detailsflowers.com)   386.255.9594   307 W. 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