01Contracts
Templates you already trust
Bring the agreements your business uses and fill them from the client and event details automatically.
Venue agreement · Awaiting signature
Client signature
Budgets and contracts
Sign, Pay and Track Without the Spreadsheet.
Contracts out for e-signature, invoices paid online and every budget category tracked as it moves. The money side of an event, handled calmly.
Budgets and contracts
See Budgets in Action.
Add a line and spent, paid and owed update as you go.
Vision · Budget
- Planned vs actual
- Contracts
- E-signature
Why it matters
Clarity about money is kindness to the client and protection for you.
A client who can see what they owe and what they signed is a client who trusts you.
The toolkit
From Proposal to Final Payment.
Sign
02Share
Show clients what helps
Share a budget summary in the portal and keep your working figures private.
The Hartley Wedding · Client portal
72%
Planning on track
18 of 25 milestones complete
- Venue agreementSigned
- Deposit invoicePaid
- Menu selection formDue Friday
03Signature
Sign from anywhere
Clients sign on a phone in a minute. Every signature is timestamped and every copy is filed.
04Invoices
Invoices that get paid
Send invoices by link, accept payment online and schedule deposits and balances in advance.
05Budget
Planned against actual
Set a budget by category, log what is spent and see where the event stands at any moment.
06Reconcile
A clean record
Every contract, invoice and payment is attached to the event it belongs to, ready when you need it.
Contracts
Out the Door, Signed, Filed.
Generate the agreement, send it for signature and let the platform handle the reminders. When it comes back, it is already attached to the right client and event.
- Reusable templates with merge fields
- Signing order and reminders handled for you
- A signed copy filed the moment it completes
- Verifiable records for every signature
In practice
Spend your attention on the event, not the arithmetic.
The platform keeps the numbers so you do not have to.
Florals RFP · 3 responses
VendorQuoteFit
- BBloom & Stem$4,200
- FFern AtelierBest fit$3,850
- WWild Meadow Co.$4,950
CompareAward
Today · Workspace
Events
7
Tasks due
12
Unpaid
$8.4k
- Confirm florist delivery window
- Send final headcount to caterer
- Review seating with venue
Getting paid
A Payment Schedule Clients Can Follow.
- 1
Agree the terms
Set the deposit, the milestones and the balance date in the contract itself.
- 2
Send invoices on schedule
Invoices go out when they should, with a clear amount and a clear due date.
- 3
Accept payment online
Clients pay by link. The invoice marks itself paid and the budget updates.
- 4
Follow up gracefully
Gentle automatic reminders mean you never have to be the person chasing.
The difference
A Folder of Files, or a Record.
Scattered paperwork
manual
- 01
Contracts in email, invoices in another tool, budget in a sheet
- 02
Reminders sent by hand and forgotten
- 03
Nobody is quite sure what is outstanding
- 04
Year end means a hunt through folders
Questions
Money Questions.
Can I use my own contract templates?
Yes. Import the templates you already use and add fields that fill from the client and event.
How do clients pay invoices?
Through a secure link or inside the client portal, using the payment methods your account supports.
Can I track more than one budget per client?
Yes. Each event has its own budget, so a client with a wedding and a rehearsal dinner keeps them separate.
Is the signature legally valid?
Signatures are recorded with a timestamp and a verifiable record. Speak to your own advisor about requirements in your region.
Make Space for the CreativityThat Makes Your Work Exceptional.
The Founding Planner Beta is open. Early access, direct input on what gets built, and pricing locked in before public launch.
Empowering the people behind extraordinary events