HoneyBook

How to send smart files that replicate the legacy proposal file experience.

Find your legacy proposal files that were converted to smart files

How to send smart files that replicate the legacy brochure file experience.

Find your legacy brochure files that were converted to smart files

Understanding the different entry points to start building a smart file in HoneyBook.

Get started building your file

Learn the most commonly-combined steps and actions in smart files, so you can think creatively about your own unique business processes.

Commonly combined steps in smart files

See how your clients can view and/or select services you include in a file.

How clients interact with services in a file

All about how your clients will interact with smart files you've set to view-only.

Client experience sharing and interacting with view-only files

Understanding HoneyBook's smart files, what they can do, and how they fit into your business.

Smart file FAQs

How to print and and download PDFs of your files.

Print or save a smart file as a PDF

How to manually adjust the status of a completed smart file.

Manually mark a smart file as complete

How to edit and send smart files via the HoneyBook app.

How to use smart files from the mobile app

Comparing similarities and differences between legacy files and smart files.

The differences between smart files and legacy files

Everything there is to know about creating and sending smart files in HoneyBook

Set up a smart file

If you catch an error or your client changes their mind, here's how to update the file to reflect the change.

Edit a file that's already been sent

Six best practices (less than five minutes each) to enhance your clients' experience with files.

Quickly elevate your smart files

Fill out a smart file on your client's behalf while you're in-person of if they need help.

Edit a file as your client

Find out when you do or don't need to let your client know you've made a change in a file that's been shared.

When to notify clients of file changes

View a client's actions in a smart file to see how close they are to finishing the file and see what's left to do.

View a client's progress with your files

How to send a test version of a smart file to yourself to preview the client experience.

Send yourself a test file

All about the different ways to send your smart files to clients.

Share your smart files

Smart Files

Community

Academy

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Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

The Academy

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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