Piles of paperwork can turn into a tiresome part of running a business. To ease the tedium and streamline your procedures (and save some trees in the process!), HoneyBook offers a variety of customizable file types to suit all manner of business needs. You can even create Templates for each type of file to save you even more time!
Before sending files to your clients, teammates, and vendors, though, it's important to understand which files are best to use in which situations. HoneyBook offers 6 file types at the moment: Invoices, Contracts, Proposals, Brochures, Questionnaires, and Timelines.
When to use: When you want to bill your client without requiring them to sign a contract.
An Invoice is a list of services and prices, as well as a payment schedule. When your client receives an Invoice, they'll be able to review the line items and seamlessly make their payment online.
An Invoice does not include a Contract to sign.
Learn more about creating and sending Invoices here.
When to use: When you require a signature from your client, without needing to send a list of proposed services or collect payment.
Contracts through HoneyBook are legally binding documents. They allow you to specify the nitty gritty service information of your project and spell out your terms and conditions, and they require your client to review and sign the file—which they can do right through our platform—before the project can proceed.
A Contract does not include line items or a payment schedule, and does not offer clients the ability to pay directly through the file.
Learn more about creating Contracts here.
When to use: When you know your client is ready to both sign a Contract and make their first payment, this file allows for a seamless booking process.
A Proposal is an Invoice and a Contract combined into one file, so it includes the list of proposed services and payment schedule, as well as a Contract (a legally binding document) that your customer will be required to sign through our platform in order to proceed. When your client receives a Proposal, they'll be able to review the proposed services, sign the document, and make their payment online.
When to use: When you'd like to send a potential client an overview of the packages and services that you offer—without the commitment to buy or sign a Contract.
A Brochure is a beautifully designed list of services that you offer, descriptions of the services, and price estimates (if you'd like). When your potential client receives a Brochure, they'll be able to select a package or service that they're interested in, after which HoneyBook will automatically create a Proposal for you based on the selection.
A Brochure does not include an Invoice (line item pricing and a payment schedule) or a Contract to sign.
Learn more about creating and sending Brochures here.
When to use: When you'd like to quickly learn more about your client and the details of their Project.
A Questionnaire is a list of questions you can send your client to gather more information about their Project. When your client receives a Questionnaire, they can review and answer your questions online, and their responses will automatically save to the appropriate Project in HoneyBook.
When to use: When you're managing or involved in an event that requires elements to happen at specific times.
A Timeline is a day-of agenda for a Project that can be shared with clients and vendors. This file helps manage the time-specific logistics of the Project, keeping all of your clients and vendors informed and prepared.
Learn more about creating and sending Timelines here.
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!