Skip to main content
Question

Can I Edit a Invoice, Contract, or Proposal Template Before Sending to A Client

  • April 18, 2024
  • 1 reply
  • 14 views
rubenjr005

I already created invoice, contracts, and proposal templates. Just curious if i give a client a discount can I edit the template right before sending to the client?

If so how do i edit template right before sending to the client in the Projects Pipeline or just sending to clients in general?



Im still new at using Honebook so I apologize in advance if this seems obvious to other people.  

    1 reply

    ellineeld
    HoneyBook Employee
    Forum|alt.badge.img
    • ellineeldHoneyBook Employee
    • HoneyBook Employee
    • April 23, 2024

    Hi there! Elli from the Education team at HoneyBook here. This is a great question and I’m happy to help!

    You absolutely can edit a template before sending to a client. That’s the magic of templates - they’re amazing baseline docs that you can pull into projects again and again. Once you’ve pulled a template into a project, you can make edits that won’t affect the original template.

    Do you have a project yet? Projects are shared workspaces through which you can communicate and share files with your client. Once you’ve created a project, select Create File > File type. From the pop-up that appears, you’ll be able to select a template to start working from.

    I hope this helps and let me know if you have any other questions! 

      Terms & PrivacyCookie settingsAccessibility statement

      © 2025 HoneyBook Inc.