For event planners
Every event, from enquiry to final payment, on one record.
Event planners, wedding planners and production companies use SparkDesk to quote events, collect signatures, plan run-of-show tasks, track vendor costs and invoice in stages.
Contracts › Statement of work: Brand refresh
Statement of work: Brand refresh
PublishedCTR-0318 · Harbor & Pine Coffee · Owned by Priya Shah
Contract value
$24,000.00
Effective
Nov 2, 2026
Expires
Apr 30, 2027
Versions
2
Approvals
Request ApprovalApproval Steps
Maya Chen
Step 1 · Client approver
"Looks great, approved."
Requested by Priya Shah on Oct 23, 2026
Harbor & Pine Coffee
Welcome to your client portal
Track work, review documents, follow invoices, and stay aligned without email back-and-forth.
Waiting on you 2
Statement of work: Brand refresh Approve
Approval · Review contract approval · Requested Oct 23
Invoice INV-2048 To pay
Invoice · Due Nov 7, 2026$7,200.00
Projects 1View all
Brand refresh and websiteActive
Progress12%
Approvals
1 pending · 1 ready for youNothing pending · 0 ready for you
Statement of work: Brand refresh Pending
document approval
Review contract approval · Created Oct 23, 2026
You are all caught up
New approval requests appear here.
Approval updated
- On their phone, the client opens the Fernhill Studio client portal, where "Waiting on you" lists the "Statement of work: Brand refresh" approval.
- They open Approvals, choose Approve, add a note and confirm.
- The portal confirms the approval and the item leaves the pending list.
- On the desktop, the contract's approval step shows Approved with the client's note.
Sound familiar?
What gets fixed
- Staged payments tracked in a spreadsheet
- Deposit, progress and final invoices come straight from the accepted quote, and each payment is recorded against its invoice.
- Enquiry forms that go nowhere
- Forms with conditional questions and file upload create a lead or opportunity the moment they are submitted.
- Vendor costs you cannot see per event
- Log expenses with receipts against the event project and keep an eye on budget as you commit to vendors.
- A hundred tasks in the final week
- Event templates hold your standard checklist, so the timeline, owners and due dates are ready for every new booking.
How a job runs in SparkDesk
01 / Enquire
An enquiry form creates the lead with the date, guest count and budget, and scores it so the best fits get a reply first.
02 / Book
Quote the event from your packages, send the contract for e-signature, and invoice the deposit.
03 / Plan
Build the event project from a template, assign tasks, share docs with the client and track vendor expenses.
04 / Close out
Send the final invoice, record the payment, and keep the event in reports for next season's planning.
The features event planners use most
Forms
Drag-and-drop forms with conditional logic, scoring and file uploads that create records when submitted.
Learn moreQuotes and invoicing
Quotes that become deposit, progress and final invoices, invoicing from hours, online payments and automatic reminders.
Learn moreContracts and e-signature
Contract templates, a clause library and version history, with e-signature and an audit certificate built in.
Learn moreProjects and time tracking
Projects, task boards, timers and timesheets, with budgets and hours that carry into invoices.
Learn moreExpenses
Receipts, mileage, per diem, budgets and approvals, linked to the projects the spending belongs to.
Learn moreClient portal
A portal where clients sign in with an email link to see invoices, documents, projects and requests.
Learn more
Where to start
The Team plan
Team covers 3 planners with approvals, expense reports and budgets, and a 100-user client portal. Add Business when you need People and HR.
For event planners: questions
Something else? Ask us.
Can we track vendor costs per event?
Yes. From Solo you can log expenses with receipts and link them to the event's project and vendor. Team adds budgets, expense reports and approvals.
Can couples or clients see their event plan?
Yes. Share documents and project status in the client portal, where clients can also send requests and approve items.
Can I use SparkDesk on my phone on event day?
Yes. Add SparkDesk to your phone's home screen and it works like an app, with a bottom tab bar, quick create, My work and push notifications. It installs from the browser; there are no App Store or Google Play apps.
Also see SparkDesk for agencies, consultancies and creative studios.
Run your next client project in SparkDesk.
Start a 14-day free trial of any paid plan. No card needed, and you can drop to the Free plan at any time.

