Overview
A proposal in Wedy Pro is a multi-page Smart Document that combines your invoice, contract, and any custom pages — like a cover or welcome letter — into a single polished document. Your client receives one link, reviews everything, signs the contract, and pays the deposit without switching between tools.
Proposals are ideal for sending during the early stages of a booking: present your pricing, lock in the agreement, and collect payment all at once.
Time to complete: 10–20 minutes.
Before you begin
To send a proposal, you'll need three things in place:
A connected email account — your proposal is delivered from your own business email. Set this up under Account > Integrations.
A payment account — required if your proposal includes a payment page. Set this up under Account > Payments.
A Project with at least one lead attached — proposals are always associated with a specific project. If your lead hasn't been converted yet, convert them first.
How to create a proposal
Navigate to Documents > Proposals in the sidebar.
Click Create Proposal in the top-right corner.
A template selection modal opens. Choose a template from your library, browse the Template Gallery for professionally designed starting points, or start from scratch. The AI-assisted option can help draft your proposal content — use it to generate a polished first draft and then customize it to match your event.
Select the Project to associate this proposal with. The proposal will appear in that project's Files tab.
The Smart Document editor opens at the editing canvas.
How to build your proposal in the editor
The editor uses a three-panel layout: the Pages panel on the left, the editing canvas in the center, and the settings panel on the right (tabs: Themes, Elements, Page, and Documents). All changes are saved automatically — you'll see All changes saved in the header as you work.
Add and organize pages
A proposal can include any combination of the following page types:
Invoice page — Add line items, quantities, pricing, discounts, tax, and a payment schedule. This is where your pricing lives.
Contract page — Add your terms and signature fields. Your client signs directly in the document.
Custom page — Add a branded cover page, a welcome letter, a photo gallery, or any freeform content using drag-and-drop blocks.
Use the left panel to add, rename, reorder, and delete pages. Note: the payment page cannot come before the invoice page, and the contract page cannot come after the payment page — the editor will warn you if you attempt an invalid order.
Set up your invoice page
The invoice page handles your pricing and payment schedule:
Add line items for each service or deliverable with descriptions, quantities, and rates.
Apply discounts or tax if applicable.
Set a payment schedule — for example, a 50% deposit due on signing and the remainder due 30 days before the event.
Add a Payment page to allow clients to pay by credit card or ACH bank transfer directly within the document. Processing fees apply: 2.9% + $0.30 per credit card transaction, or 0.8% capped at $5 per bank transfer.
Set up your contract page
The contract page holds your terms and captures legally binding e-signatures:
Paste your standard terms directly into the contract as a text block.
Insert signature fields for your client and for yourself (counter-signature).
Both parties' signatures are captured directly within the document — no external tool required.
Apply your branding
Open the Themes tab in the right panel to apply your company's branding:
Set the page color, text color, highlight color, and input styles.
Choose a font that matches your business identity.
Changes preview live on the canvas as you apply them.
Preview your proposal
Before sending, click Preview in the top-right of the header to see exactly how your client will experience the document. Use the navigation arrows to move between pages. Click Exit Preview to return to the editor.
How to send your proposal
When your proposal is ready, click Send in the top-right corner.
Wedy Pro runs a validation check. If your email account isn't connected, you'll be directed to Account > Integrations to connect it. If payment setup is incomplete, you'll be directed to Account > Payments to complete it. If no leads are attached to the project, you'll be prompted to add one.
Once all checks pass, an email compose modal opens with a pre-filled subject line and message body. The email includes a View Document button that links your client directly to the proposal.
Edit the subject and message body as needed — personalize it for your client.
Click Send in the email compose modal. The proposal is dispatched from your own connected email address — your client will see your real business email in their inbox, never a generic platform address.
The proposal status changes from Drafts to Sent.
How your client receives and signs the proposal
Your client receives an email from your business address with a link to view the proposal. When they open it, they'll be asked to verify their email with a one-time code before accessing the document. From there, they can:
Review all pages of the proposal at their own pace.
E-sign the contract page.
Pay the deposit or full balance via credit card or bank transfer.
As they interact with the document, the status in your dashboard updates: Sent → Viewed → In Progress → Completed (or Expired if the document's expiration date passes).
Track and manage your proposal after sending
Once sent, click the proposal from the Proposals list to open the File Summary view. Here you'll find:
Status — Current document status with the sent date and expiration details if set.
Shared with — The list of recipients. Toggle access on or off, or generate a share link for additional recipients.
Action summary — A per-page breakdown showing which signatures have been collected, what payments have been made, and any questionnaire responses.
You can also generate a view-only link from the Documents tab in the right panel — share this with additional recipients who need read-only access without email authentication.
Each time a proposal is sent or updated, Wedy Pro creates a new version. To review the full history, click the version count link in the header (for example, 3 versions) — this opens a list of all published versions so you can see what each recipient received.
Update a sent proposal
If you need to revise a proposal after sending:
Open the proposal and click Edit Draft to enter the editor.
Make your changes. Your edits create a draft layer — your client continues seeing the original until you resend.
If you decide not to send the changes, open the Documents tab in the right panel and click Discard Draft. This reverts all unsent edits and restores the published version without notifying your client.
For minor text changes, an Update document? dialog appears. Click Notify Changes to send your client an email about the update, or Send Without Notifying to publish the changes silently.
For changes to invoice amounts or contract terms (material changes), your client will need to re-approve before previous signatures and payment schedules remain valid.
Save your proposal as a template
Once you have a proposal you're happy with, save it as a template to reuse for future clients:
While in the editor, open the Documents tab in the right panel.
Click Save as Template.
Give your template a title. It will appear under Templates > Documents the next time you create a proposal.
Tips
Use expiration dates — Set a proposal expiration in the Documents tab of the right panel. You can expire the proposal after a set number of days from when it was sent, from when it was first opened, or on a specific calendar date as an absolute deadline. A countdown is displayed within the document to create urgency.
Duplicate for similar clients — Use the Duplicate option from the proposal list to copy a proposal to a different project. Adjust the details rather than starting from scratch.
Check the Proposals summary — The top of the Proposals page shows a financial summary: total paid in the last 30 days, overdue document totals, and outstanding drafts. Use this to stay on top of your pipeline.
Desktop editing recommended — The Smart Document editor is optimized for laptop or desktop use. You'll see a reminder if you open it on mobile.
Team member access — If a team member cannot access this proposal, check that they are assigned to the associated project under your team settings. Team members with the member role see a 'Document Not Accessible — You are not assigned to this project' message for any project they haven't been added to.
Frequently asked questions
Can I send a proposal to multiple clients?
Each proposal is associated with one project. You can add multiple leads to the same project and manage recipient access in the Shared with section of the File Summary view. To send to an entirely different client, duplicate the proposal and associate it with their project.
What happens if I need to change the price after the client has paid?
You cannot reduce the invoice total below the amount already paid. If you need to adjust pricing, contact your client to discuss the change before modifying the document.
Is the e-signature legally binding?
Yes. E-signatures collected through Wedy Pro Smart Documents are legally binding. Each signature is associated with an authenticated session tied to your client's verified email address.
Can I set payment reminders for my proposal?
Automated payment reminders are not currently configurable within Wedy Pro. To follow up on an outstanding payment, send a manual email from the proposal's File Summary page or reach out to your client directly.
What's the difference between a proposal and an invoice?
A proposal combines multiple document types — invoice, contract, and custom pages — into a single client-facing document. An invoice is a standalone billing document. Use a proposal when you want your client to review, sign, and pay in one step. Use an invoice for straightforward billing after terms are already agreed.
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