Send a tailored proposal. Know when it’s time for the contract.
Use your saved service details and packages to prepare a PDF for each couple. See whether they have accepted it, and keep the agreed scope and price at hand when you prepare the contract.
✓Proposal sent to the couple The package and price stay with their record
✦The couple accepted the package You can prepare the contract next
See exactly what you sent
Keep the sent proposal, package, and price with the couple’s record so you can revisit the offer without searching for a separate file.
Track the couple’s decision
Check whether the proposal is still awaiting a decision or the couple has accepted a package.
Use the accepted package when preparing the contract
The agreed scope and price remain with the couple’s record when it is time to prepare the agreement.
Before you send
Start with a template, then make it theirs
Reuse the right template
Start with a proposal template for the service, then add the details that matter to this couple.
Work from details you already saved
Your service description, packages, and prices give you a starting point for the proposal.
Tailor each proposal without rebuilding it
Add the couple’s agreed details without rewriting the standard information about your service.
From conversation to decision
Follow the proposal from conversation to decision
The proposal brings your conversation into a document the couple can review. Its status and agreed terms stay in their record for the next step.
01
Review the couple’s needs
Open their record to check the date, service, and details from your conversation.
02
Choose a package and send the PDF
Use your template to prepare a proposal with the right scope and price, then send it to the couple.
03
Check the decision and prepare the contract
See when the proposal is accepted and refer to its package and price while preparing the agreement.
Services and packages
Set up your services once. Tailor each proposal.
Your starting point
Choose the right package for each couple
Whether you are a photographer, videographer, DJ, or wedding planner, save your service descriptions, packages, and prices once. Choose the right option when you prepare a proposal for a couple.