Quotes with options hard to track in spreadsheets
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💒 Trade page
ClientFlow for wedding planners
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.
Admin challenges for wedding planners
WhatsApp back-and-forth for brief, contract and deposit
Deposits and balances scattered across Stripe, transfers and notes
The ClientFlow solution
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.
Modular wedding quotes
Catering, DJ, décor options — reusable service catalog.
Built-in event brief
Guests, styles, must-play tracks — clients fill the brief in the portal.
Automatic deposits
30% on signature, balance before D-30 — invoices auto-generated.
Wedding file — Martin & Léa
Coordination quote — 3 packagesSigned
Event brief completedSigned
30% deposit collectedSigned
Tools included for this trade
Multi-service quotesCouples portalEvent briefStripe depositsYousign contracts
Your wedding pipeline in 4 steps
01
Inquiry received
Create contact + project with date and estimated budget.
02
Quote & portal
Send PDF quote and portal link to the couple.
03
Contract & deposit
Online signature and Stripe deposit payment.
04
Balance & close
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.”
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