Wedy Pro

Documents

An overview of Smart Documents in Wedy Pro — proposals, invoices, contracts, and questionnaires with e-signatures, payments, and automated delivery.

Understanding Smart Documents in Wedy Pro

Overview and introduction to Smart Documents.

Getting Started

Learn how to create, build, and send a legally binding contract to clients using Wedy Pro's Smart Document editor — with e-signature collection built in.

Create and Send a Contract

Learn how to create a questionnaire in Wedy Pro and send it to clients to collect event details, preferences, and answers — all in one place.

Create and Send a Questionnaire

Learn how to create, customize, and send a professional proposal to clients using Wedy Pro's Smart Document editor — invoices, contracts, and e-signatures in one flow.

Create and Send a Proposal

Learn how to create, build, and send a professional invoice to clients using Wedy Pro's Smart Document editor — with online payment collection built in.

Create and Send an Invoice

Step-by-step guides for creating each document type.

Create Documents

Learn how document status works in Wedy Pro — from Draft through Sent, Viewed, In Progress, Completed, and Expired.

Track Document Status (Draft to Completed)

Learn how to collect legally binding e-signatures and client payments directly through Wedy Pro Smart Documents — no separate tools required.

Collect e-Signatures and Payments Through Documents

Monitor document status and collect signatures and payments.

Manage & Track

Learn how to apply your brand colors, fonts, and company theme to every Smart Document in Wedy Pro — proposals, invoices, contracts, and questionnaires.

Brand Your Documents with Your Business Identity

Customize

Create a custom design with text, images, and li    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">

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