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Sending a Proposal from Proposales to OPERA Cloud

With two-way connectivity, you can create proposals in Proposales that automatically generate blocks in OPERA Cloud. This allows you to respond to RFPs faster while reducing manual work and errors.

There are two workflows available when using the OPERA Cloud integration. This guide explains how to create a proposal in Proposales that will generate a new block in OPERA Cloud. If you prefer to start with a block in OPERA Cloud and import it into Proposales, refer to the corresponding guide.

How to Send a Proposal from Proposales to OPERA Cloud

Follow these steps to create a proposal that syncs with OPERA Cloud:

1. Select a Template

Start by choosing a template in your Proposales account.

2. Define the Proposal Details

  • Edit the proposal title

  • Select a date using the SmartText: Period field

This field is required, as availability and pricing are retrieved based on the selected dates.
If your template does not yet include this field, refer to the setup guide to add it.

3. Configure OPERA Cloud Settings

In the left-hand sidebar, open the OPERA Cloud settings:

  • Activate the connectivity toggle

  • Enter the number of attendees

  • Adjust block preferences if needed (dropdown options will display your OPERA configurations)

4. Add Products to Your Proposal

Go to the Content section and select the products you want to offer.

You will see real-time availability indicators (available, unavailable, or partially available). You can also search by product name or OPERA product code.

Click the + button to add items to your proposal.

5. Add Accommodation

  • View availability by room category or room pool

  • Rates are automatically fetched from OPERA Cloud based on rate code, dates, and room type

When selecting rooms:

  • Specify occupancy per room

  • Add pricing manually if no rate is available

  • Adjust fetched prices if needed

  • Add additional occupancy options by inserting more rows

6. Add Meeting Rooms

When adding meeting rooms, you can:

  • Set the number of attendees

  • Choose event type and setup style

  • Edit the event name

Rental codes configured in OPERA Cloud will be displayed, allowing you to:

  • Adjust pricing

  • Apply discounts

To add multiple events, simply create new rows and complete the details.

7. Add Event Resources

Click the + button to add items or menus:

  • Prices are fetched directly from OPERA Cloud

  • Item prices can be edited if needed

  • Quantities can be adjusted for both items and menus

8. Add Catering Packages

You can also include catering packages:

  • Prices and pricing codes are retrieved from OPERA Cloud

  • If a package includes default function spaces, they will be added automatically

  • Otherwise, select function spaces manually

⚠️ Each event must have a function space assigned, otherwise it cannot be synced to OPERA Cloud.

9. Add Recipients

Go to the Recipients section to select or add your client:

  • Choose from existing OPERA contacts

  • For new contacts, enter the full email address or full name

  • Previously used contacts will appear after typing a few letters

Contacts synced from OPERA Cloud are marked with a small Oracle icon.

10. Send the Proposal

Click Send to deliver the proposal.

A corresponding block will automatically be created in OPERA Cloud, including all selected products. You can view the block status on the right side of the proposal.

11. Edit and Re-sync the Proposal

If you need to make changes:

  • Click New Version (Edit)

  • Update the products or details

  • The proposal will automatically re-sync with the OPERA Cloud block

12. Track Proposal Status

Once the recipient accepts or declines the proposal, the block status in OPERA Cloud will automatically update according to your configured settings.

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