Keynote and workshop proposals that hold the date
A keynote, a keynote with a workshop, or a half-day program as one choice, travel and materials as lines, and a deposit on signing.
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Facilitators and speakers use QuoteCloud to send one proposal with their session options as a single choice, travel and take-home materials as lines, an expiry date for the date hold, and a deposit the client pays on signing through Stripe or PayPal.
A fictional facilitator's March 2027 calendar with three dates pencilled in as holds and Thursday 18 March inked in for Ardenvale Insurance Group: the keynote and workshop proposal from Mara Ellison Facilitation, $10,230.00 including tax, signed with a $5,115.00 deposit paid.
Three kinds of booking, one way to confirm them
A conference keynote, a workshop series and a leadership offsite from one facilitator's templates. Sample documents.
Choose the session
Fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Session | |||
Keynote + workshopThu 18 March 2027, Lakeview
|
1 event | $7,900 | $7,900.00 |
TravelReturn flights from Riverside, one night
|
1 trip | $680 | $680.00 |
| Options Tick to add | |||
| cards | $6 | $720.00 | |
Quantity editing is on for the lines with − and +: the client changes each one.
- Subtotal
- $9,300.00
- Tax (10%)
- $930.00
- Total
- $10,230.00
- Deposit to hold the date, paid on signing (50%)
- $5,115.00
Accept, sign and pay
Hannah Brook · Head of people
Signed online · Fri 23 Oct
Deposit to hold the date, paid on signing (50%)
$5,115.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
A keynote, with the workshop as the step up
Keynote, keynote with a workshop, or a half-day program as one choice. Travel is a line, take-home cards an option with a quantity the organiser can change, and half is paid on signing to hold the date.
- Session options as a single choice
- Card numbers the client can change
- 50% to hold the date
Workshop series proposal
Feedback that lands: a four-part series
Four 3-hour workshops for the same group of 20 managers, one a month from February, each building on the last.
Fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Series | $13,700 | ||
Workshop · 3 hours, up to 20 peopleOne a month from Feb · you can change the number
|
workshops | $3,200 | $12,800.00 |
Design & tailoringTwo interviews and your examples built in
|
1 series | $900 | $900.00 |
| Options Tick to add | |||
| people | $18 | $360.00 | |
Quantity editing is on for the lines with − and +: the client changes each one.
- Subtotal
- $14,060.00
- Tax (10%)
- $1,406.00
- Total
- $15,466.00
- Deposit to hold the dates, paid on signing (30%)
- $4,639.80
Accept, sign and pay
Daniel Ferreira · Head of Learning
Signed online · Thu 29 Oct
Deposit to hold the dates, paid on signing (30%)
$4,639.80
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
A workshop series priced per workshop
Four monthly workshops for the same group. The client can change the number of workshops and workbooks on their lines; design and tailoring is a fixed fee.
- Workshops as the quantity
- A fixed design fee
- 30% to hold the dates
Offsite facilitation proposal
Leadership team offsite, 2 days
Two days with your eight senior leaders in the mountains: a shared view of 2027, the three priorities, and who owns each one.
Fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Facilitation | $13,560 | ||
Offsite facilitationTwo days, design and running sheet included
|
2 days | $5,400 | $10,800.00 |
Pre-offsite interviews45 minutes with each leader
|
6 interviews | $250 | $1,500.00 |
Travel & accommodationReturn travel, two nights
|
1 trip | $1,260 | $1,260.00 |
| Options Tick to add | |||
| 1 report | $850 | $850.00 | |
- Subtotal
- $14,410.00
- Tax (10%)
- $1,441.00
- Total
- $15,851.00
- Deposit to hold the dates, paid on signing (50%)
- $7,925.50
Accept, sign and pay
Ava Lindqvist · COO
Signed online · Mon 2 Nov
Deposit to hold the dates, paid on signing (50%)
$7,925.50
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
An offsite with interviews and travel
Two days of facilitation, interviews with each leader beforehand, travel as its own line and the summary report as an option. Paid through PayPal on signing.
- Days, interviews and travel as lines
- The report as an option
- Paid by PayPal or card
Every date hold has an expiry
Give each proposal an expiry date that matches how long you'll hold the date. The Expiring Soon filter lists every hold that runs out in the next 30 days, so you can follow up before you offer the date to someone else.
When a hold lapses, the proposal can no longer be signed, so nobody accepts a date you've since given away.
- Expiry date on every proposal
- Expiring Soon filter for follow-up
- Opens tracked, so you know who has read it
Expiry dates and tracking: Essentials and up
4 date holds expire in the next 30 days
- Keynote + workshop · Thu 18 MarArdenvale Insurance Group · ME-0412 Expires Fri 6 Novin 6 days Viewed
- Workshop series · Feb to MayNorthbay Credit Union · ME-0419 Expires Tue 10 Novin 10 days Sent
- Leadership offsite · 2 daysHalcyon Engineering · ME-0427 Expires Fri 20 Novin 20 days Viewed
- Keynote · Wed 21 AprRiverstone Health Network · ME-0431 Expires Fri 27 Novin 27 days Sent
Ready for the client's procurement team
Conference organisers often need a formal proposal on file. Hannah asked for a PDF in a comment; Mara answered in the same thread, and the PDF downloads from the same link.
Your hold terms sit in the proposal as a note the client reads before signing.
- Comments and replies in the proposal
- PDF download from the same link
- Hold terms written once in your template
Holding the date
- Thursday 18 March is pencilled in for you until Friday 6 November.
- Signing and paying 50% confirms the date; after the hold ends the date may be offered to someone else.
- If the conference moves, we move with it once at no charge, subject to availability.
Hannah BrookProcurement needs the proposal as a PDF for our supplier file. Is that OK?
Mara EllisonOf course. Download it from the link, or I can send a PDF copy today.
What a speaking proposal needs to answer
The questions organisers ask, and the QuoteCloud block that answers each one.
Which session?
Keynote, workshop or program as a single choice, each with its own price.
Is the date held?
An expiry date on the proposal and a note on how long you hold it.
What about travel?
Travel and accommodation on their own line, so the fee stays clear.
How many attendees?
Materials per attendee on a line whose quantity the client can change.
What will people get?
Outcomes and a session outline as text blocks from your library.
Can we see you speak?
Photos from past events in an image or gallery block (Starter and up).
How do we confirm?
Sign online and pay a deposit through Stripe or PayPal.
Can we ask questions?
Comments and replies inside the proposal.
Send your next speaking proposal from QuoteCloud
Free for 14 days, no credit card required.
Sample proposal · ME-0412
The date is yours once half is paid
Hannah chose the keynote and workshop, kept the take-home cards and signed. 50% of $10,230.00 was paid through Stripe straight after, and Thursday 18 March was confirmed.
Keynote and workshop proposal questions, answered
How do I send a keynote proposal with options?
Offer your sessions, such as a keynote, a keynote with a workshop and a half-day program, as a single-choice group in the price table. The organiser picks one, travel and materials are their own lines, and they sign and pay a deposit online in the same document.
How do I hold a date without losing track of it?
Set an expiry date on the proposal that matches your hold. The Expiring Soon filter, from the Essentials plan, lists every proposal that expires in the next 30 days, so you can follow up yourself. Once a proposal expires it can no longer be signed.
Can I take a deposit to confirm the booking?
Yes, from the Essentials plan. Set a percentage or a fixed amount, or ask for full payment, and the client pays through Stripe or PayPal straight after signing. The balance is invoiced by you; QuoteCloud doesn't run instalments or send payment reminders.
Does QuoteCloud connect to my calendar?
There's no native calendar booking. You can add an event to Google Calendar through Zapier when a proposal is signed, one way from QuoteCloud to the calendar.
Can the organiser's procurement team get a PDF?
Yes. The proposal can be downloaded as a PDF from the same link, and the organiser can ask for it in a comment that you answer inside the proposal.
Does QuoteCloud book travel or list me as a speaker?
No. QuoteCloud sends your proposal and collects the signature and deposit. Travel is a line you price yourself, and it isn't a speaker marketplace.
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Every page of the QuoteCloud education microsite.
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- Education & training templatesReal QuoteCloud templates for training course proposals, training services agreements, registration forms and licence proposals.
- QuoteCloud implementation for education providersYour course catalogue loaded, proposal and registration templates converted, payments connected and the team trained.
- FAQAnswers to the questions training providers, tutors, camp providers, edtech teams and student agents ask most.
Hold the date, then confirm it
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