Scope
Describe specific planning tasks, vendor coordination, rehearsal coverage, timeline management, and on-site supervision. Include exclusions such as décor procurement or post-event cleanup to avoid scope creep.
Describe specific planning tasks, vendor coordination, rehearsal coverage, timeline management, and on-site supervision. Include exclusions such as décor procurement or post-event cleanup to avoid scope creep.
Specify total fee, deposit amount, payment schedule, accepted methods, late fee policy, and whether payments are refundable. Tie final balance to a firm due date before the event.
Include milestone dates for vendor bookings, final guest count, confirmation meetings, rehearsal schedule, and the day-of timeline. State deadlines for client approvals and sign-offs.
State cancellation rights, deadlines for full or partial refunds, retention of deposits, and procedures for rescheduling due to force majeure or venue cancellation.
Limit liability for indirect damages, require client insurance where appropriate, identify responsibility for vendor performance, and specify indemnification language if needed.
List tangible outputs such as vendor contact lists, floor plans, timelines, vendor confirmations, and any design boards or procurement records to be delivered.
| Field | Configuration |
|---|---|
| Signer Order | Planner then client |
| Authentication | Email link by default; optional SMS code |
| Conditional Fields | Reveal final invoice after payment checkbox |
| Notifications | Email reminders 7 and 3 days before due dates |
Use an eSignature platform that supports PDF and DOCX formats, audit trails, secure storage, and API integrations for automated workflows.
Due on booking; typically within 7–14 days
Interim payments tied to vendor booking dates
Due 14–30 days before the event
Vendor contracts confirmed 30–60 days prior
Define window for refunds and retained deposit
A solo wedding planner used a written contract to define a three-tier package and capture deposit schedules for ten events during a season.
A mid-sized venue required planners to sign standardized contracts outlining access times, insurance, and cleanup duties before booking.
| Criteria | Wedding Planner Contract | Venue Contract |
|---|---|---|
| Purpose | planner services | facility terms |
| Insurance | client/vendor insurance | venue insurance required |
| Cancellation Notice | deposit forfeiture rules | venue cancellation fees |
| Signatories | planner and client | venue and client |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |