Proposal, contract, invoice, and estimate templates for event planners

Event proposals, planning contracts, payment schedules, and budget estimates for wedding, corporate, and social event planners. Each one is written to send, with little to fill in.

How Clientary works for event planners

Proposal · Event planners

Event Planning Proposal Template

Use it after a discovery call, when a company is choosing a planner for a conference, offsite, launch, or other corporate event.

Proposal · Event planners

Wedding Planning Proposal Template

Use it after a consultation, when a couple is deciding how much planning help they want and comparing planners.

Contract · Event planners

Event Planning Contract Template

Use it once a corporate or social client accepts your proposal, before you start booking a venue or vendors.

Contract · Event planners

Wedding Planner Contract Template

Use it once a couple accepts your proposal, to reserve their date before planning starts.

Invoice · Event planners

Event Planning Invoice Template

Use it for each payment in your schedule, or adapt it to bill a deposit or the final payment before an event.

Estimate · Event planners

Event Budget Estimate Template

Use it in discovery, when a client needs a realistic budget to approve before you source the venue and vendors.

Document themes

Invoice themes

Branded invoice designs you can customize down to the HTML and CSS.

Estimate themes

Estimate designs that match your invoices.

Proposal themes

The designs that give every proposal and contract its look.

Payment reminder email templates

Five reminder emails to copy, from friendly to final.

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Users love Clientary on G2

Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.

Robin H.

Robin H.

Freelance Writer

With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.

Chris M.

Chris M.

Digital Marketer / Founder

When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."

Brian N.

Brian N.

Consultant / Executive Coach