It flattens the plan into text and line items. The client reads it alone, without you there to sell the moment, and the excitement fades before they respond.

Approving it means replying to an email or signing a form — a chore, not a continuation of how excited they were an hour ago.

Tote is the client-facing portal on top of whatever you already use. You don't have to switch your planning software.

• Your clients open a link — the proposal with photos, descriptions, and pricing laid out clearly
• They approve each component individually, and you get a clean record of what was confirmed
• If they want a swap, you send an updated Tote with the new option, and they review it from there
• Confirmed bookings integrate with your existing workflow

• Event planners currently sending PDF proposals or Word documents for client approval
• Planners where verbal yes and received payment are days or weeks apart

Timeline visualization — show clients their itinerary stop by stop with photos and video, with optional add-ons you curate for specific moments. Currently in development.

Tote is in pilot with a select group of event planners. Book a 30 minute call and we'll show you what the client approval and payment flow looks like in practice.