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Proposals & Brochures

Last Update 6 days ago

Brochures Build and send multi-page documents, proposals, and brochures

Brochures

Vaasu Guduguntla

Last Update a month ago

🚀 How to Create a Brochure

Brochures in TalleFlow are interactive client-facing documents that can be used to:

  • Showcase services
  • Present packages
  • Collect inquiries
  • Guide clients through booking experiences
Unlike static PDFs, brochures can include interactive package selection, add-ons, and direct online checkout functionality.

Creating a Brochure

Step 1: Navigate to Documents

Go to Documents from the main navigation.

Step 2: Create a New Document

Click Create Document. Choose Brochure as the document type.

Step 3: Choose Template or File

You can create:
  • Template: Reusable brochure layouts that can be used across multiple projects or clients.
  • File: A brochure tied directly to a specific project.
Use Use templates when building repeatable sales experiences. Use files when customizing for an individual client.

✨ Building Your Brochure

Once the editor opens, you can build your brochure using drag-and-drop content blocks.
Available blocks include:
  • Headings
  • Paragraphs
  • Images
  • Videos
  • Buttons
  • Columns
  • HTML embeds
  • Package selection experiences
Your brochure can be:
  • Informational
  • interactive
  • Inquiry-based
  • Checkout-enabled
depending on how you configure it.

🎨 Customizing Your Brochure

Layout & Design

You can:
  • Drag in content blocks
  • Upload images and logos
  • Create galleries and columns
  • Customize fonts and colors
  • Add CTA buttons and links
Brochures are mobile responsive automatically.

Content Controls

You can:
  • Format text using the rich text editor
  • Add buttons linking to websites or booking pages
  • Personalize sections using variables
  • Reuse layouts through templates

📦 Using the Packages Tool

One of the most powerful brochure features is the Packages Tool.
The Packages Tool allows clients to:
  • Browse packages
  • Select services
  • Choose add-ons
  • Continue through inquiry or checkout flows

directly inside the brochure.

    This transforms brochures from static presentations into interactive booking experiences.

     Adding the Packages Tool 

    Inside the editor:
    1. Open the Content tab.
    2. Drag the Packages block into the brochure layout.

    When first added, the block will appear empty until packages are selected.

    Selecting Packages

    Inside the Packages block settings panel, you can:
    • Search for packages
    • Add one or multiple packages
    • Attach service add-ons
    • Configure display behavior
    Packages are pulled from Offerings → Packages.
    You must create packages before they can be used inside brochures.

    Single vs Multiple Package Mode

    The Packages Tool supports:
    • Single Package Mode: Display one package at a time.
    • Multiple Package Mode: Allow clients to compare and select between multiple packages inside the same brochure experience.
    This is controlled using Multiple Packages inside the Packages block settings.

    Package Selection Experience

    The Packages Tool supports interactive selection behavior.
    Clients can:
    • Select packages
    • Review pricing
    • Choose add-ons
    • Proceed to inquiry or checkout
    depending on how the package is configured.

    Package Design Controls

    The Packages Tool includes built-in styling controls for:
    • Package background
    • Text colors
    • Borders
    • Selection states
    • Checkbox accents
    • Font (choose the font used for package text, instead of the tool's previous fixed default)
    • Spacing and padding
    This allows the package experience to visually match your brand and brochure design, including matching your brand fonts.

    Checkout & Inquiry Behavior

    Packages inside brochures inherit their behavior from the package configuration.
    This means packages can support:
    • Inquiry-only flows
    • Direct checkout flows
    • Mixed checkout + proposal flows
    Example:
    A client may:
    • Request a proposal for one service
    • Immediately pay for another
    inside the same brochure.

    Mixed Checkout + Proposal Flows

    If a brochure contains both:
    • Checkout-enabled packages
    • Proposal-only packages
    the system automatically handles both actions.
    The client experience becomes:
    1. Submit proposal request for applicable services
    2. Continue to checkout for eligible services
    3. Complete payment
    4. Receive confirmation
    This allows businesses to mix:
    • Instant booking
    • Custom sales workflows
    inside the same brochure experience.

    📤 Sharing & Sending Brochures

    Brochures can be shared through:
    • 📧 Send via Email: Share directly through TalleFlow
    • 🔗 Share Web Link: Create a live brochure experience
    • 📄 Download PDF: Printable version
    • 👥 Client Portal: Secure project-based access

    💡Best Practices

    • Use brochures for storytelling: Brochures work best when combining visuals, package presentation, client education, and interactive booking.
    • Use packages for conversion: Add package selection directly inside brochures to simplify booking, increase upsells, and reduce back-and-forth communication.
    • Keep layouts clean: Avoid overwhelming clients with too many package choices at once.
    • Use add-ons strategically: Add-ons are a great way to increase booking value without complicating your core package structure.

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