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Proposals & Contracts

How Clients Sign a Proposal

Understand the client steps for confirming details, reviewing pricing and payments, and signing the contract.

The public proposal guides clients through Details, Investment, Payments, Contract, and Signatures.

  1. Proposal sections

    Clients must complete the required fields and confirmations in each section:

    • Details: client contact and event information.
    • Investment: the services, additions, discount, tax, and total.
    • Payments: the scheduled amounts and due dates.
    • Contract: the terms that apply to the agreement.
    • Signatures: the required client names and final completion action.

  2. Complete the client and event details

    The client fills in:

    1. 1.

      Review the primary name, email, phone number, and address fields.

    2. 2.

      Complete the partner information when the proposal requires a partner.

    3. 3.

      Review the wedding date, ceremony location, and reception location.

    4. 4.

      Continue only after the required detail fields are complete.

  3. Confirm the investment and payment schedule

    The client confirms each section separately:

    1. 1.

      Review every package item and additional charge under Investment.

    2. 2.

      Confirm the discount, tax, and total.

    3. 3.

      Check We confirm the above is correct for the Investment section.

    4. 4.

      Review each scheduled payment amount and due date under Payments.

    5. 5.

      Check We confirm the above is correct for the payment schedule.

  4. Read the contract and add the required signatures

    Clients must sign the contract before they can pay by card.

    1. 1.

      Open and read the complete Contract section.

    2. 2.

      Type the full legal name under Primary signature.

    3. 3.

      Enter the Partner signature when it is required.

    4. 4.

      Review the names for spelling before selecting Complete.

  5. If Complete is unavailable

    Check the progress list for missing details, confirmations, contract review, or signatures. Finish that section, then return to Signatures.

  6. After signing

    The page shows Contract signed when signing is complete. Clients can use Print PDF, and you can reopen the signed document from their record.

Notes

  • Set the wedding date before signing.
  • Clients cannot complete signing until every required detail, confirmation, and signature is present.