Combined Documents

A combined document puts your proposal and contract into a single document with a single link. Your client reads through your proposal content, scrolls into the service agreement, and signs — all in one sitting. No separate approval step, no second email.

The Dual-Zone Builder

When you create a combined document, the builder splits into two zones separated by a dashed Service Agreement divider.

Above the divider is where your proposal sections go. This is where you set the stage — your vision for the event, the services you are offering, pricing breakdowns, mood boards, whatever you use to present your work.

Below the divider is where your agreement sections live. Terms and conditions, cancellation policies, payment schedules, scope of work — the formal stuff that needs a signature.

Each zone has its own Add Section button that opens a section library tailored to that part of the document. Proposal sections cannot accidentally end up in the agreement zone and vice versa. This keeps the document structured even as you add and rearrange content.

You can drag sections to reorder them within their zone, but sections stay on their side of the divider.

What Your Client Sees

When your client opens the link, they see one continuous document. There is no tab switching or multi-step process. They scroll through the proposal content at the top, pass through a clear visual divider indicating the start of the service agreement, and continue into the contract terms.

At the bottom, the signature block appears. If the document requires initials on specific sections, your client handles those as they read through. Once they reach the end, they sign and the document is fully executed.

From your client's perspective, it feels like reading one polished document and signing at the end. They do not need to understand that it is technically a proposal and contract combined.

When to Use Combined vs. Separate Documents

Use a combined document when:

• You are confident the client is ready to book and you want to minimize back-and-forth
• The client has already expressed strong interest (referral, repeat client, verbal yes)
• You want the fastest path from inquiry to signed agreement
• Your process does not require a separate approval step before the contract

Use separate proposal and contract when:

• The client is still comparing planners and you want them to approve the proposal first
• You need time between proposal approval and contract signing (to finalize details, adjust scope, etc.)
• Your pricing or terms might change based on the client's feedback on the proposal
• You prefer a two-step process where the client explicitly says yes before seeing the contract

There is no wrong answer here. Many planners use combined documents for repeat clients and referrals where trust is already established, and separate documents for new inquiries where there is more discovery involved.

Building a Combined Document

1. From the event detail page, click Create Document and choose Combined.
2. Add your proposal sections above the divider — use the upper Add Section button.
3. Add your agreement sections below the divider — use the lower Add Section button.
4. Customize your content, add merge fields, and preview the document.
5. When it looks right, click Send to deliver it to your client.

The workflow after sending follows the combined path: Sent, Viewed, Signed, then on to payment collection.