Proposals, contracts and questionnaires
Packages, the proposal builder, e-signing, questionnaires and templates.
13 articles
- The Templates libraryFind every reusable thing in Hailo (forms, questionnaires, emails, contracts, proposal designs, your catalog, shot lists and automations) from one page.
- Catalog, packages and add-onsSet up the packages and a la carte items you sell, write the descriptions couples read, and save the payment terms you reuse on every booking.
- Proposal layoutsPick one of the four proposal designs, preview it, and start a proposal from it.
- Start a new proposalCreate a proposal draft for a booked client or a lead, or start one from a layout and attach the couple later.
- The proposal builderEdit a proposal in place, set who it is for, price it, attach a contract, brand it, set the deposit and save the setup as a preset.
- Proposal presetsSave a finished proposal setup and reuse it as a starting point on the next lead.
- Contract templatesWrite the contracts you reuse, mark one as the default, and understand how a template is frozen into each proposal when it is sent.
- Send a proposalReview and email a proposal, know what changes the moment it goes out, resend it, preview it and delete it.
- What the couple sees on a proposalThe public proposal page, the Sign & pay button, the accepted confirmation and the expired page.
- E-signingHow a couple signs on the booking page, what the contract PDF contains, and how you countersign to lock the booking.
- The Proposals listSee every proposal by status, open one, and delete several at once without taking a signed booking down by mistake.
- QuestionnairesBuild a questionnaire in four steps, send it from a client, a booking or an automation, and see what the couple fills in.
- Shot listsBuild a reusable wedding-day shot list, paste in one you already have, print it as a PDF and duplicate it per couple.