What Couples See on a Proposal
The proposal from the couple's side: the PIN, choosing packages and extras, asking questions, signing, and paying.
Knowing what the couple sees makes it easier to answer their questions. Here is a proposal from their side, from the email to the deposit.
Entering the PIN
The proposal email has a link and a 6-digit PIN. The couple opens the link, enters the PIN, and the proposal opens. If they lose the email, they can ask for the PIN to be sent again from the PIN screen, and it is the same PIN as before.
Five wrong attempts lock the proposal for an hour. If a couple calls to say the link "doesn't work", the PIN is usually the answer.
Choosing a package and extras
If you offered comparison packages, the couple sees them side by side and picks the one they want. If you offered optional extras, they tick the ones they'd like.
The total updates live as they choose, so they see exactly what they'd be agreeing to before they sign. Whatever they pick, the final price is worked out from what you offered, not from anything they could change on the page.
Asking questions
Each proposal has a comment thread. The couple can ask a question right on the proposal, and you reply from the proposal in CeremonySync. The conversation stays attached to the document, so nobody has to dig through email to find what was agreed.
Signing
To accept, the couple:
- draws their signature
- types their full name
- ticks the I agree box
All three are required. Their typed name, the agreement wording, the time, their IP address and their browser are recorded with the signature.
If the proposal has passed its Expires On date, they can still read it but can't accept it. Extend the date if you still want to hold the offer open.
After they accept
When your venue generates invoices on acceptance, the couple sees a Pay Now button for the first invoice right away, so they can pay the deposit while they're still on the page.
They also get a confirmation email with their payment schedule and a View & pay your deposit button, so they can come back to it later.
Practical use
- Use View Public Proposal to see it as the couple will. Your own views don't mark it as Viewed.
- Tell couples the PIN is coming in the same email as the link.
- Answer comments quickly. A question on a proposal is a couple who is close to deciding.
Frequently Asked Questions
Does the couple need an account? No. The link and the PIN are all they need.
Can they change their package after signing? No. Once they accept, the proposal is final. Talk to them and send a new proposal if something needs to change.
Where do I see their comments? On the proposal in CeremonySync, where you can reply.
Can they pay without the Pay Now button? Yes. The confirmation email has a View & pay your deposit button too.
Keep reading
Still stuck? A person reads every email.
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