We've provided example event proposals, planning contracts, payment schedules, and budget estimates for wedding, corporate, and social event planners. They're a great place to start and ready to send. You can edit any of these online and see how it looks to your client.
Use it after a discovery call, when a company is choosing a planner for a conference, offsite, launch, or other corporate event.
Use it after a consultation, when a couple is deciding how much planning help they want and comparing planners.
Use it once a corporate or social client accepts your proposal, before you start booking a venue or vendors.
Use it once a couple accepts your proposal, to reserve their date before planning starts.
Use it for each payment in your schedule, or adapt it to bill a deposit or the final payment before an event.
Use it in discovery, when a client needs a realistic budget to approve before you source the venue and vendors.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
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