Scope of Services
Describe specific tasks (planning, vendor referrals, day-of coordination), deliverables, and any excluded services to avoid misunderstandings.
A clear, signed agreement aligns expectations, reduces disputes over scope or fees, and documents change orders and cancellations. It defines payment triggers, allocation of responsibilities, and limits on liability in neutral legal language.
The agreement is used by parties who need a documented, enforceable plan for wedding services before the event.
A signed contract clarifies who is responsible for decisions, payments, and changes, which helps avoid last-minute disputes.
Describe specific tasks (planning, vendor referrals, day-of coordination), deliverables, and any excluded services to avoid misunderstandings.
State deposit amount, interim payments, final balance due date, accepted payment methods, and refund or forfeiture rules.
Require written approval for scope changes, include a process for estimating additional fees and revised timelines.
Clarify which vendors planner will contract directly, which remain client responsibility, and any vendor referral fees.
Allocate responsibility for damage, require vendor insurance where needed, and set indemnity or limitation of liability terms.
Specify termination rights, notice periods, refund mechanics, and consequences for cancellation or no-shows.
| Field | Configuration |
|---|---|
| Signature Authentication | Email link | SMS code or none |
| Signer Order | Sequential | Parallel or role-based |
| Conditional Fields | Show/hide based on prior answers |
| Storage Location | Choose cloud folder (Box | Google Drive) |
Ensure the platform supports the file types, integrations, and authentication levels your process requires.
Confirm the vendor provides audit trails, secure storage (TLS/AES encryption), and the ability to export signed records for long-term retention.
Date deposit is payable to hold the planner’s services.
Balance due date, often 30–60 days before event.
Number of days’ notice required for partial or full refund.
Cutoff for substantive changes that affect vendor bookings.
Date by which vendors must be contracted and confirmed.
Deposit received and contract executed to reserve the planner’s services.
Vendor contracts signed; deposits to venue, catering, and others due.
Confirm timelines, guest counts, and logistics with vendors.
Planner coordinates vendors and executes the published schedule.
A boutique planner documented vendor responsibilities and deposit schedule
A venue required precise load-in times and insurance proof
| 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 | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |