Contract generation and management

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Client submits consultation form

   Wedding client fills out detailed consultation form including wedding date, guest count, venue, and selected service package. Form data is captured and validated for contract generation.

   HoneyBookThe Knot Pro
2. 2

   Action

   Generate custom contract template

   System pulls client data and selected package details to auto-populate contract template with pricing, timeline, and service specifications. Custom clauses are added based on venue type and package selections.

   HoneyBookAisle Planner
3. 3

   Decision

   Check contract complexity level

   System evaluates if contract requires manual review based on custom requests, budget threshold, or venue restrictions. Routes accordingly for approval workflow.

   HoneyBook
4. 4

   Action

   Send for planner review

   Complex contracts are routed to senior wedding planner for review and manual adjustments. Planner receives notification with highlighted areas needing attention.

   HoneyBookPlanning Pod
5. 5

   Action

   Deliver contract for signature

   Finalized contract is automatically sent to client via email with digital signature portal. Payment schedule and next steps are included in delivery.

   HoneyBookWeddingWire Pro
6. 6

   Action

   Track signature and payment

   System monitors contract signature status and automatically processes initial payment upon completion. Client and planner receive confirmation notifications.

   HoneyBookPlanning Pod
7. 7

   Output

   Create signed contract record

   Fully executed contract is stored in client file with payment confirmation and timeline milestones. Wedding timeline and vendor coordination workflows are automatically initiated.

   HoneyBookAisle Planner

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