Quotes with options hard to track in spreadsheets
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Complex quotes, staged deposits and wedding brief — one client pipeline.

−65%
quote signing delay
30%
deposit on signature
4×
fewer back-and-forth
Planning a wedding means dozens of exchanges: multi-service quotes, menu options, timeline and deposits. ClientFlow centralises everything in one client file with a dedicated portal for couples.
Quotes with options hard to track in spreadsheets
WhatsApp back-and-forth for brief, contract and deposit
Deposits and balances scattered across Stripe, transfers and notes
Create contact and project from the first inquiry. Send an EU-compliant PDF quote, open the couples' portal (brief, contract, messaging) and collect the Stripe deposit on signature.
Catering, DJ, décor options — reusable service catalog.
Guests, styles, must-play tracks — clients fill the brief in the portal.
30% on signature, balance before D-30 — invoices auto-generated.
01
Create contact + project with date and estimated budget.
02
Send PDF quote and portal link to the couple.
03
Online signature and Stripe deposit payment.
04
Auto balance invoice, final brief and history saved.
“Before ClientFlow, I spent evenings chasing couples on WhatsApp. Now everything is in the portal: quote, brief, deposit. I sign 2× faster.”
14-day Pro trial — no credit card. Trade templates included.