Templates

About Templates

The four kinds of templates Wendor supports, the difference between archived and deleted, and how default templates work.

Add Tasks and Automations to a Workflow

Add manual tasks (Todo, Appointment, Extra Service) or scheduled automations (send emails, invoices, contracts, questionnaires) tied to wedding-related dates.

Build a Workflow Template

Plan the steps for every booking on a kanban-style board - up to six sections, drag-and-drop, rename, and duplicate.

Create and Manage Contract Templates

Write a reusable contract, preview how it will look on desktop and mobile, set it as your default, and archive or delete it.

Create and Manage Email Templates

Build email templates with subject, body, and merge fields, preview them, archive or delete them.

Create and Manage Questionnaire Templates

Build multi-section questionnaires with required questions and file-upload responses, reorder sections, and duplicate or archive templates.

Set Default Email Templates

Choose which email template Wendor reaches for automatically when sending contracts, deposit invoices, final invoices, instalment invoices, standalone invoices, and everything else.

Using Merge Fields

Insert placeholders like the couple's name, wedding date, or payment links into contracts and emails - and the full list of fields you can use.