Workflow Guide • Signature Cakes & Vows

⬅ Beth (Provider Side)

Client Side ➡

Automatic

You receive a notification

Netlify emails you the contact details. Your submission-created function also sends a branded confirmation to the client automatically. Namecheap SMTP fires

Client fills out

Contact Form

Client finds you on your website and fills out the contact form on index.html.

index.html

Automatic

You receive all Part 1 responses

No action needed from you to send the link — the client clicks the button on your website themselves.

You receive a formatted email with every response (names, date, venue, ceremony style, logistics) ready to use when building the quote. Namecheap SMTP fires on submit

Client clicks & fills out

Request a Formal Quote

Client clicks the "Request a Formal Quote" button on index.html and lands directly on Part 1 of the questionnaire. No email from you needed.

Contact info, ceremony basics, logistics
Meeting preference
Submits directly to Netlify Forms

index.html → button questionnaire-part1.html

You do this

Build & Send the Quote

Open service-quote.html — provider-only quote builder.

Fill in client names, date, venue, phone
Check services and enter prices
Set retainer % and payment terms
Click Send Quote to Client

Quote data is encoded into the approval link automatically and emailed to the client. Branded email + pre-filled approval link sent to client
service-quote.html

Client receives

Branded Quote Email

Client gets an email with all quote details and a Review & Approve Your Quote button linking directly to their pre-filled approval page.

quote-approval.html

Automatic → then you act

You receive approval + pre-filled contract link

Email arrives with client details, approved services, and totals. It includes an Open Pre-Filled Contract → button that opens service-contract.html with client name, email, date, venue, and services already filled in.

Click the button in your email
Add legal term blanks and payment details
Click Generate Contract Link
Copy the link and email it to the client

Namecheap SMTP fires on quote approval
service-contract.html

Client signs

Review & Approve Quote

Client clicks the button in their email → lands on quote-approval.html — a standalone client-only page.

All quote details pre-filled from the link
Checks e-signature consent
Draws or types their signature
Clicks Approve & Request Contract

Client receives: "Quote approved — contract coming soon."

quote-approval.html

You do this

Fill Out & Send the Contract

Open the pre-filled contract link from your Step 4 notification email.

Client name, email, phone, date & venue — already filled
Service panels — already checked
Fill in legal term blanks (response time, travel radius, fees)
Fill in Financial Summary (total, retainer, balance, Stripe link)
Click Generate Contract Link
Copy link and email to client

You control when the contract goes out
service-contract.html

Client signs

Review & Sign Contract

Client opens the link Beth emailed → contract is pre-filled.

Reads all terms and service addenda
Checks e-signature consent
Signs electronically
Clicks Submit Signed Contract
PDF downloads to their device

Client receives: "It's official — your date is reserved!" with deposit payment button (if Stripe link was included).

service-contract.html?contract=…

Automatic → then you act

You receive signed contract + Part 2 send button

Email arrives with client details, audit trail, and a Send Part 2 Questionnaire → button. Clicking it opens your email client pre-addressed to the client with the Part 2 link ready to send.

Confirm deposit has cleared in Stripe or your payment app
Click Send Part 2 Questionnaire → in the email
Review the pre-written message and hit Send
Date is officially reserved

Namecheap SMTP fires on contract signing

Client pays

Retainer / Deposit

Client receives confirmation email with deposit instructions.

If Stripe link included → Pay My Deposit Now → button in email
If no Stripe link → Beth follows up with payment details
Accepted methods set in contract financial summary

Automatic

You receive all love story responses

Email arrives with every Part 2 answer — how they met, the proposal, personality details, humor preferences — all formatted for easy reading.

Use responses to build ceremony script
Open CeremonyScript.html and select wording
Reach out to schedule the planning meeting

Namecheap SMTP fires on Part 2 submit
CeremonyScript.html

Client fills out

Questionnaire Part 2 — Their Story

The fun part. Client receives the link from Beth and answers at their own pace:

How they met, first date, proposal story
What they love about each other
"Who is more likely to…" fun questions
Ceremony tone & humor preferences

questionnaire-part2.html

You schedule this

Planning Meeting

Reach out to schedule coffee, dinner, or video call.

Review Part 2 responses beforehand
Open CeremonyScript.html and prepare wording selections
Walk through final ceremony details together
Email or call client directly — reply to any previous email

You schedule via email / phone
CeremonyScript.html

Client confirms

Meeting Time & Date

Client replies to Beth's email or calls to confirm.

Coffee shop / dinner / video call / phone
Based on availability noted in Part 1

Every Page at a Glance

File	Who uses it	What it does
`index.html`	Client	Public website — contact form, services, pricing
`questionnaire-part1.html`	Client	Client arrives here via "Request a Formal Quote" button on index.html — no link from you needed. Required info feeds your quote.
`service-quote.html`	Beth only	Provider-only quote builder. Fill in pricing, click Send — approval link auto-generated and emailed to client.
`quote-approval.html`	Client	Standalone client approval page. Pre-filled from URL. One client signature. No provider content visible.
`service-contract.html`	Both sign	Beth opens from the pre-filled link in her approval email, completes legal and financial details, then clicks Generate Contract Link to create the client URL. Client opens that link, signs, and submits.
`questionnaire-part2.html`	Client	Love story, personality, humor preferences — Beth emails the link after deposit clears. Feeds ceremony script.
`CeremonyScript.html`	Beth only	Interactive script library — pick wording for each ceremony section
`portal.html`	Beth only	Password-protected provider dashboard — links to all provider tools (quote builder, contract, ceremony script, questionnaires, workflow guide)
`submission-created.js`	Automatic	Netlify function — routes emails on every form submission