Proposals

Your entire booking process, all in one.

Combine a brochure, quote, contract, and invoice into a single document, making it easy for clients to book.

Skip the Back and Forth

You shouldn’t need multiple emails just to secure a client. With Planpage, everything’s simple and seamless.

Combine your booking process into a single document.

Your client viewed the proposal

Your client approved the quote

Your client signed the contract

Your client paid their deposit

How it Works

A proposal is a multi-page document that can include introduction and info sections, followed by actionable pages like quotes, contracts, invoices, and payments.

Brochure Pages

Showcase your company and connect with couples

Give couples a warm, professional first impression with customizable brochure pages. Highlight your services, share your approach, intro your team, or craft the perfect story. It’s a great way to build trust and set the tone for the experience ahead.

Quote

Present your services and let clients make selections

Create clear, customizable quotes that let clients choose the services that fit their vision and budget. With optional add-ons, quantity adjustments, and notes, your quote becomes a personalized experience—easy to understand, easy to approve.

Contract

Make it easy to make it official

Professional, ready-to-sign contracts that are built right into your proposal. With smart fields and e-signatures, clients can review and sign without ever leaving the proposal—keeping the booking process smooth, secure, and stress-free.

Invoice & Payment

Collect a deposit or retainer from your client

Make it easy for clients to pay you right after signing the contract. With online payment options and automated receipts, you’ll get paid faster—no reminders needed.

Track Proposal Progress at a Glance

Get real-time updates when clients view, sign, or pay.

Views

Get notified the moment a client first views your proposal, and see how many times they've been back for another look.

Dashboard

Quickly see the status of all your proposals so you know exactly when and how to follow up.

Notifications

Never miss an important update. You'll get real-time notifications whenever a proposal action is in progress or completed.

Actions

Know which sections your client viewed, completed, and what steps still remain before booking.

Expiration Dates

Create urgency and prevent bookings outside the timeframe you set.

Proposal Templates

Save time with reusable templates for every service type and situation.

Responsive Design

Phone, tablet, or desktop, clients can easily book from anywhere.

Smart Preview

Preview exactly what your client will see and experience, before you hit send.

Multiple Pages

Structure your proposal with multiple pages to tell your story your way.

Real-Time Notifications

Get notified instantly when clients view, sign, or make a payment.

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