Dynamic Proposals

​@Cherilyn Cowell - Hi there! This would be such an incredible functionality, and I totally see how useful it would be, especially for event-based businesses that want to streamline proposals for different event types, layouts, and guest counts.

As of right now, HoneyBook doesn’t offer dynamic or conditional proposal features where selections in one area (like event type, guest count, or layout) automatically update content, visuals, or pricing in the proposal. Everything in a Smart File is static unless manually adjusted.

Here’s what you can do right now:

✅ Duplicate Smart Files: Many users create base templates for different event types (like weddings, anniversaries, corporate, etc.), and then duplicate and customize them based on the client or project. This lets you easily swap out images, text, and package options without starting from scratch each time.

✅ Use Project Details Internally: You can track client selections (guest count, layout, etc.) in your internal project fields or questionnaires, and then use that info to manually tailor the proposal to match their needs.

🚫 Currently Not Possible: There’s no way to have proposals auto-adjust based on project data or client selections in another form. And there’s no conditional display logic inside Smart Files (yet!).

What I’d recommend:

➡️ Submit a feature request for dynamic, data-driven Smart Files—this is exactly the kind of feedback HoneyBook wants to hear. You can do that by clicking the ? icon in the bottom-right corner and choosing “Feature Request,” or by posting in the Community feature request thread so others can upvote it.

​@Alicia Bauer Thank you for your reply.

By chance, does HB offer an API? We are thinking we could add all of the particular about a client’s event in the project module (event type, chosen layout, guest count, add-ons, etc.) and then have a tool we build to dynamically construct a proposal based on this data that is accessed via API.

​@Cherilyn Cowell - Great question! HoneyBook does have an API, but it’s currently very limited and has come up quite a bit in the community as something people are hoping to see expanded.

I’m not the most educated in the field of APIs or how it all works, but I do know that there are some Zapier integrations available—though those are also pretty limited right now.

If you're thinking about building something custom, it’s definitely worth reaching out to HoneyBook support through the ? icon to see what’s possible and share what you’re trying to accomplish. The more they hear these requests, the more likely they are to expand what’s available in the future!