Overview
Documents are how you get booked and get paid in Wedy Pro. Whether you are sending a contract for e-signature, an invoice for payment, or a proposal that showcases your services — it all happens through Smart Documents. These are fully branded, professional documents that your clients receive via your own business email, review in a polished portal, and sign or pay directly online.
Wedy Pro supports four document types: Proposals, Invoices, Contracts, and Questionnaires. Each one is designed for a specific stage of your client workflow, and you can create them from scratch or start with a template from the Template Gallery — a library of professionally designed templates organized by vendor category.
Time to complete: 10–15 minutes for your first document.
This is a key milestone on your Getting Started Checklist. Once you have a project and a connected email account, you are ready to go.
Types of documents in Wedy Pro
Before you create your first document, here is what each type is designed for:
Proposals — Present your services, packages, and pricing to prospective clients. Proposals can include payment collection, so clients can review your offering and pay a deposit in a single step.
Contracts — Formalize your agreement with legally binding e-signatures. Both you and your client sign digitally — no printing, scanning, or mailing required.
Invoices — Request payment for your services. Invoices support credit card and bank transfer payments, and clients pay directly through the document portal.
Questionnaires — Collect detailed information from your clients. Use questionnaires to gather wedding day timelines, shot lists, guest counts, and any other details you need.
Each document type lives in its own tab under Documents in the CRM section of the sidebar. Navigate to Documents and you will see tabs for Proposals, Invoices, Contracts, and Questionnaires.
How to create and send a document in Wedy Pro
The creation flow is the same regardless of which document type you choose. Here is how to create your first document from start to finish:
Navigate to Documents in the sidebar under the CRM section.
Select the document type you want to create by clicking the appropriate tab — Proposals, Invoices, Contracts, or Questionnaires.
Click the Create button (for example, Create Proposal) at the top of the page.
Choose a starting point. You can select a template from your saved Document Templates, browse the Template Gallery for professionally designed options organized by vendor category, or start with a blank document.
Select the Project this document belongs to. Linking a document to a project keeps everything organized in one place and connects payment tracking to the project.
Customize the document in the Smart Document editor. This is where you add your content, adjust branding, insert your terms, set pricing and payment schedules (for invoices and proposals), or add e-signature fields (for contracts). The editor uses a drag-and-drop canvas with content blocks — each page is editable and you can navigate between pages using the page selector at the top.
Click Preview in the top-right corner to see exactly how your client will view the document. The preview shows a read-only version of every page so you can check formatting, branding, and content before sending.
When you are satisfied with the document, click Share to send it to your client. The document is delivered via your own connected business email — your client sees your real email address, not a generic platform address.
Start from a template or from scratch
Wedy Pro gives you two ways to create documents:
From a template: Navigate to Templates > Documents in the sidebar to view your saved document templates. You can create templates for contracts, invoices, proposals, and questionnaires that you reuse across clients. Select a template, pick a project, and customize the client-specific details.
From the Template Gallery: The Template Gallery (under Templates in the sidebar) offers professionally designed templates organized by vendor category — photographer, planner, florist, DJ, caterer, venue, and more. Filter by type using the category buttons — Proposals, Invoices, Contracts, Questionnaires, and Cover — then browse, preview, and copy any template to your library.
From scratch: Start with a blank document and build it exactly how you want using the Smart Document editor's drag-and-drop tools.
For your first document, starting from a template is the fastest path. You can always customize it later to match your exact brand and business needs.
Customize your document in the Smart Document editor
The Smart Document editor is where your document comes to life. It is a full drag-and-drop builder that lets you design professional, branded documents without touching any code. Here is what you can do:
Add and arrange content blocks — Text, images, tables, page breaks, and more. Drag blocks to reorder sections and build the exact layout you want.
Apply your branding — Your business logo, brand colors, and fonts are applied automatically from your account settings.
Insert smart fields — Smart fields auto-populate with client and project data (names, dates, amounts). This means less manual data entry and fewer errors.
Add e-signature fields (contracts) — Place signature, initial, and date fields where your client needs to sign. Both parties can sign digitally.
Set payment details (invoices and proposals) — Define line items, pricing, payment schedules, and accepted payment methods. Clients pay directly through the document. Processing fees apply: 2.9% + $0.30 per credit card transaction, or 0.8% capped at $5 per ACH/bank transfer.
Navigate multi-page documents — Use the page selector at the top of the editor to move between pages and jump between sections like the cover page, service details, contract terms, and invoice.
Preview and send the document to your client
Before sending, click Preview (the eye icon in the top-right corner) to see a read-only view of the document exactly as your client will see it. Verify formatting, branding, and smart field values across all pages.
Once your document looks perfect, click Share to send it. Wedy Pro opens an email compose window pre-populated with your client's email and a link to the document. The email is sent from your own connected business email address — your client sees a message from you, not from a platform they do not recognize.
Your client receives a link to view the document in a branded portal. From there, they can:
Review the document contents and your branding
E-sign contracts with a legally binding digital signature
Pay invoices and proposal deposits directly via credit card or bank transfer
Fill out questionnaire responses
Your client never has to download a PDF, print a page, or mail a check.
Track document status and get notified
After you send a document, Wedy Pro tracks its progress through a clear status flow so you always know where things stand:
Draft — The document is saved but has not been sent to your client yet. You can continue editing.
Sent — The document has been delivered to your client's email.
Viewed — Your client has opened and viewed the document. This is your signal that they are engaged and reviewing your terms.
Completed — The document is fully executed. Contract signed, invoice paid in full, or questionnaire submitted.
Wedy Pro notifies you automatically when your client takes action — contracts signed, payments received, questionnaires submitted. You can filter documents by status using the tabs at the top of the Documents page to quickly find what needs your attention.
Automate your document workflow
Once you are comfortable sending individual documents, Wedy Pro's Automations feature lets you chain documents together so your client workflow runs on autopilot. For example, a client accepts your proposal, which automatically triggers a contract for e-signature — and once signed, an invoice is sent for the deposit. This gives your clients a seamless experience from inquiry through payment and saves you time on every booking. Automations are available under Automations in the CRM section of the sidebar. To learn more, see Automations.
Create documents from inside a project
The fastest way to create a client-specific document is from inside the project itself. When you are viewing a project, click Create in the project header and select the document type — Invoice, Contract, or Proposal. The document is automatically linked to the project and the client.
All documents created for a project appear inside that project alongside payment tracking, so you can see every contract, invoice, and proposal — plus what has been paid and what is outstanding — without leaving the project.
Tips for sending your first document
Connect your email first. Documents are sent from your connected business email. If you have not connected your email yet, head to Account > Integrations and set it up. See Connect Your Email Account for the full walkthrough.
Create a project before sending documents. Every document should be linked to a project. See Create Your First Project to get started.
Save your best documents as templates. After you create a document you love, save it as a template in Templates > Documents. Next time you have a similar client, you will start 90% done instead of from scratch.
Use the Template Gallery for inspiration. Browse the Template Gallery to find professionally designed proposals and contracts organized by vendor type — photographer, planner, florist, caterer, and more.
Track payments after sending invoices. Once your client pays an invoice, the payment appears in your project and in Payments in the sidebar. Keep an eye on both to stay on top of your cash flow.
Troubleshooting
I cannot send a document. Make sure you have connected your email in Account > Integrations. Documents are sent through your own email account, so the integration must be active before you can send.
My client did not receive the document. Ask your client to check their spam or junk folder. Email filters can sometimes flag messages with links — having them check spam usually resolves this.
I want to edit a document after sending it. You can edit documents in Draft status at any time. Once a document is Sent, contact support if you need to make changes.
Frequently asked questions
Can I send a proposal, contract, and invoice to the same client?
Yes. Most vendors send multiple document types to the same client throughout their engagement. A typical flow is: send a proposal to present your services, follow up with a contract for e-signature, and then send an invoice for payment. Each document lives in your project so everything stays organized. You can even automate this entire sequence using Automations.
What do my clients see when they receive a document?
Your client receives an email from your own business email address with a link to view the document. They open a branded portal where they can review, e-sign, or pay — no account creation required.
How do I know when my client has signed or paid?
The document status updates automatically as your client interacts with it. When they view it, the status changes to Viewed. When they sign or pay, it moves to Completed. You also receive notifications when milestones are reached — signatures completed, payments received, or questionnaires submitted.
Do I need to set up payments before sending an invoice?
Yes. To collect payments through invoices and proposals, you need to connect your payment account first. Navigate to Payments in the sidebar to set up your payment processing. See Set Up Payments for the full walkthrough.
What to do next
Your Getting Started Checklist — Review your setup progress and confirm every step is complete.
Create Your First Project — If you have not created a project yet, start here before sending documents.
Create Your First Package — List your services on the Wedy marketplace so clients can discover and book you.
Explore Automations — Set up workflows that chain documents together and automate your client booking process.