Wedding Vendor Sourcing Proposal Template
In SendScope under Events & Weddings, as Wedding Vendor Sourcing
Sourcing is a productised service hiding inside full planning, and selling it on its own is how a planner fills the months between weddings.
It works because the labour is legible. Three shortlists of three suppliers, quotes requested, availability checked against a date: a couple can see precisely what they are buying, which is rarely true of a planning package. The full team version covers everything still open, which suits somebody who started confidently and then ran out of appetite.
What this deliberately excludes is coordination. A couple who buys sourcing still runs their own wedding, and saying so plainly in the scope is what stops the question arriving six weeks out, when you are already committed to somebody else that weekend. A couple who understands that from the outset is a couple who buys coordination separately instead of assuming it.
What the client reads
The scope
This is the wording the template arrives with. Yours replaces it.
The packages
2 to choose from
The client picks one, and the one they pick is the one they approve and pay on.
Three Categories
Three suppliers shortlisted
A$650
Two to three weeks
- Brief and budget session
- Three shortlists of three suppliers
- Quotes requested and compared
- Availability checked against your date
- Recommendation summary
Full Supplier Team
Every supplier you still need
A$1,600
Four to six weeks
- Brief and budget session
- Shortlists across all remaining categories
- Quotes requested and compared
- Booking support and contract review for scope
- Supplier contact sheet
- Payment schedule tracker
The whole thing, live
The page your client opens
Not a screenshot. This is the real client page running on an invented deal. Pick a package and press approve to see what your client would see; nothing is sent or charged.
How it gets paid
Deposit, then balance
50% is due when the client approves, and the balance when you mark the work delivered. Both payments happen on the same link the proposal is on.
Card or bank transfer, and you choose which per deal. If you want a package to bill every month instead of once, you set that on the package itself when you build the deal, and the client can cancel it from their own link.
Prices are a starting point in Australian dollars. Change the figures, the inclusions and the number of packages to suit what you sell.
The starting terms
What approving the page records
These sit above the approve button. The client reads them, and approving records that they accepted them.
These terms cover the booking you approve on this page.
- The booking. The booking retainer, which appears on this page as the deposit, holds your date and is not refunded if you cancel, because the date is then held for you and turned away from others.
- Payment. The balance is paid before the day, on the date set out above. Anything added later is quoted and invoiced separately.
- What is included. The hours, the meetings and the people on site are those described above. Hours beyond them are charged at the rate shown, agreed with you on the day where that is possible.
- Suppliers you book. Payments to venues, caterers, florists and other suppliers are yours and are made directly to them. I coordinate them; I do not hold their money or carry their obligations.
- Your part. Decisions, guest numbers and supplier details come to me by the dates we agree. A late answer moves what depends on it, and a final guest number given late may change what is possible.
- If the date moves. A date can be moved once, subject to my availability, and the retainer moves with it. If I am not available on the new date, the retainer covers the work already done.
- If I cannot attend. If illness or an emergency prevents me attending, I will arrange a replacement where I can, and if that is not possible everything you have paid is refunded.
- Cancellation. Tell me in writing as early as you can. The retainer is kept and you are charged for work already done; nothing further is owed.
Approving this page records that you accepted this scope, this price and these terms.
Starting terms, not legal advice. Read them, change what does not match how you work, and have a lawyer look at them if the work is large enough to warrant it. Your own default terms in Settings replace these automatically.
Before you send it
What to change first
The parts of this template most likely to be wrong for you.
- What counts as a category, since photography and video are often treated as one
- Whether you accept supplier commissions, which should be disclosed either way
- How long a shortlist stays valid, because availability moves underneath it
- Whether you check agreements for scope, and that this is not legal advice
Related
Ready to close deals faster?
Create your first deal page in minutes. No credit card required.
Get started free