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Getting Started

Before You Send Your First Proposal

Check the client, package, contract, payment, and business details needed for an accurate first proposal.

A proposal combines information from your lead, package templates, contract template, business settings, and payment setup.

  1. Confirm the client record

    Open Leads and expand the inquiry. Check these details before creating the proposal:

    • Couple names and primary email
    • Wedding date and venue or location
    • Relevant inquiry details and private notes
    • Any date conflict or date caution that still needs review

  2. Confirm the reusable content

    Open Templates and check the package and contract. You need at least one collection and package.

    • Under Packages, confirm the correct Collection, included Package, prices, and optional add-ons.
    • Under Contract, read the reusable terms and make sure they match how you run your business.

  3. Review the client-facing business details

    Open Settings > Business and check the business name, contact information, logo, and branding clients will see.

  4. Decide how the client may pay

    Turn on Accept credit card to offer card payments when Stripe is connected. You can still share the proposal with card payments turned off.

  5. Build the proposal pricing

    From the expanded lead:

    1. 1.

      Select Create Proposal.

    2. 2.

      Choose the correct Collection and Package.

    3. 3.

      Add only the relevant Add-ons or Add custom item rows.

    4. 4.

      Review discount, taxes, and the final total.

      Lemlii proposal composer showing Collection, Package, Add-ons, custom items, taxes, and Total
      Proposal collection, package, and total
    5. 5.

      Select Next when the pricing matches the agreement.

  6. Inspect the complete Proposal Preview

    Before selecting Complete, check:

    • The couple and wedding details are correct.
    • Scheduled payments add up to the proposal total and each due date is valid.
    • The contract text is present and appropriate for this booking.
    • The business signature is complete.
    • The card-payment choice matches the payment methods you intend to offer.

Notes

  • Typing the business signature is required before sharing.
  • Editing a signed proposal creates a revised version that the client must re-sign.