Login
Welcome, Guest Login

Support Center

HoneyBook File Types

Last Updated: Apr 03, 2018 08:17AM PDT

Before sending files to your clients, teammates and vendors, the first step is to understand what is the best type of file to send. HoneyBook has 6 different file types:


Pro Tip:be sure to create all your templates from your Templates tab located under Tools to easily access these when you're ready to send these to your client.
 
 


What is a Proposal?
 


What is an Invoice?
 


What is a Questionnaire?


What is a Brochure?
 


What is a Contract?
 


What is a Timeline?
 




Invoice

The invoice is a list of services with a payment schedule and does not include a signed contract. When your client receives an invoice they'll be able to review the line items billed and seamlessly make their payment online. If you want to bill your client without a signed contracthelp.honeybook.com/customer/en/portal/articles/2271698
, an invoice is perfect!

Watch this video to learn how to create an invoice.




Contract

The contract file is best used when all you need from a client is a signature.  The contract file will only include nitty gritty service contract information. If you do not need to bill your client or send a list of proposed service, the contract file is perfect!

Learn how to create an contract template.


Proposal

The proposal is a list of services you are proposing to offer and includes a signed contract with invoice (payment schedule).  When your client receives a proposal they'll be able to review the proposed services, sign the contract and seamlessly make their payment online. If your client is ready to sign an contract and make the first payment, the proposal is the best file type to execute a seamless booking process.

Brochure
The brochure is a list of services without an contract or invoice (payment schedule). When your potential client receives a brochure they'll be able to select a package or service which will automatically create a proposal. If you want to send a potential client a price list of the packages and services you offer without the commitment to buy or sign an contract, the brochure is perfect!

Watch this video to learn how to create a brochure.

https://youtu.be/sWEyGrYxr6U
 

Questionnaire 

The questionnaire is a list of questions you can send your client. When your client receives a questionnaire they'll be able to answer your questions online with the responses automatically being saved to HoneyBook. The questionnaire is perfect for learning more about your clients, location, event and more!


Timeline

The timeline is a day-of the event timeline to be shared with clients and vendors. The timeline helps manage the logistics of the event and keeps all of your clients and vendors informed and prepared.

Watch this video to learn how to create a timeline.


 

Contact Us

concierge@wedding-spot.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete