Proposals in WeddingOS are a combined package overview, inclusions list, and service agreement — all in one document. When a client signs, they're automatically moved to Booked and a signed PDF is saved to their Drive folder.
Before you send
Make sure the following are in place:
- The lead has an email address on file
- At least one package is configured in Settings → Packages
- Your payment schedule template is set up in Settings → Payment Schedules
Sending the proposal
- Open the lead's profile and click Send Proposal in the top right
- Select the package you're proposing — the price and payment schedule preview automatically
- Click Review & Send →
- Review and edit the details before it goes out:
| Field | Notes |
|---|---|
| Total Investment | Defaults to the package price — edit this if you need a custom amount (e.g. a multi-day event) |
| Proposal Title / Package Name | Defaults to the package name — edit freely for one-off or custom packages (e.g. "Partial Planning Package") without changing the shared package template |
| Client Name | Pre-filled from the lead record |
| Partner / Fiancé Name | Appears in the proposal header |
| Event Name | Auto-generates as "Smith/Jones Wedding" when a fiancé name is set — editable |
| Wedding Date | Drives payment due dates — update if it's changed |
| Venue | Appears in the proposal and contract |
| Payment Schedule | Auto-calculated from your template — you can edit individual amounts and dates |
| Package Inclusions | Pre-filled from the package — edit for this proposal only without changing the shared template |
| Service Agreement Text | Pre-filled from the package contract — edit for this proposal only |
- Click Preview Proposal to see exactly what the client will see
- Click Send Signing Link → — the client receives an email with a button to review and sign
If you change the Total Investment and click out of the field, the payment schedule recalculates automatically.
What the client experiences
The client receives a branded email with a link to their proposal. On the signing page they can read the full package inclusions and service agreement, then type their name to sign electronically. No account or login required.
After signing
When the client signs:
- Their status automatically moves to Booked
- A signed PDF is generated and saved to their Drive folder
- The client receives a confirmation email with the signed agreement attached
- You receive a notification that the contract has been signed
The proposal status card on their profile updates to show Signed ✓ with a link to the PDF.
Resending or copying the link
If a client hasn't signed and needs a reminder, open their profile and find the proposal status card. From there you can resend the email or copy the signing link directly. If the link has expired (30 days), WOS automatically generates a fresh one.