Event Basics
Date, venue name and address, start/end times, expected guest count, and primary point of contact for day-of communication.
A clear questionnaire reduces misunderstandings, documents preferences, and standardizes vendor intake. It preserves key decisions, supports timely scheduling, and minimizes last-minute changes.
Multiple parties can complete or reference the form at different stages of planning.
Having the right people fill and review the form once prevents duplicated effort and ensures consistent event delivery.
Date, venue name and address, start/end times, expected guest count, and primary point of contact for day-of communication.
Processional order, music preferences, officiant name and contact, special rituals, seating arrangements, and rehearsal needs.
Floor plan preferences, head table placement, dance floor size, seating chart timing, and vendor load-in/load-out windows.
Confirmed vendor list with company names, primary contacts, phone numbers, email addresses, arrival times, and onsite parking instructions.
Menu selections, dietary restrictions or allergies by guest, bar service details, cake delivery timing, and tasting notes.
Color palette, floral instructions, signage, lighting preferences, AV needs, and special effects (sparklers, confetti) with permit notes.
| Field | Configuration |
|---|---|
| Required Fields | Mark event basics as required to prevent incomplete submissions |
| Conditional Questions | Show vendor-specific questions only when that vendor is selected |
| Routing | Email confirmations to couple and assigned vendor contacts |
| Storage | Save completed forms as PDF for records |
Choose distribution and signing methods that match your workflow and privacy needs.
For sensitive health or vendor contract details, consider platforms supporting audit trails, access controls, and BAAs when applicable.
Typically 7–14 days before the event for catering orders
Provided to vendors at least 48–72 hours in advance
Agree on load-in windows in venue contract
Confirm playlists and readings two weeks before
Schedule one week before the wedding
Fully executed vendor contracts and agreements should be saved as searchable PDF/A files and kept with the questionnaire for verification and dispute resolution purposes.
Venue floor plans and seating charts exported as PDF or image files help vendors coordinate deliveries and setup; include labeling for entrances and electrical access.
Final menu selections and a separate spreadsheet listing guests with dietary restrictions streamline catering service and ensure accurate plated meals.
A consolidated contact sheet in PDF or CSV format gives quick access to vendor phone numbers, backup contacts, and emergency information on the day.
A photographer uses the timeline and family shot list to plan coverage and equipment needs.
A caterer uses headcount and dietary breakdown to finalize staffing and menu quantities.
| 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 (Business Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |