A complete procurement system built by a designer, so you can approve, order, track, and settle every project with total protection, start to finish.
What's inside:
Three fully built HoneyBook SmartFiles, a complete email sequence, and two behind-the-scenes tools that carry a project from approved specs to a fully reconciled close.
Specification and Approval (SmartFile)
Present your selections, collect per-item approval, capture notes, lock in a signed purchase authorization, and collect payment in full before you order.Substitution SmartFile (SmartFile)
Present a replacement item, re-authorize the swap with a signature, and settle any price difference without having to redo the whole approval from scratch.Reimbursable Settlement SmartFile (SmartFile)
Itemize freight, receiving, installation labor, and samples, then collect the final balance on one clean invoice to close the project out.The Core Email Sequence (11 emails)
Every message from specs ready for review through backorders, substitutions, and the final wrap-up, written and ready to send.Order Tracker and Reconciliation Summary (Google Sheets)
Track every order from PO to installation with status color-coding, then reconcile what arrived against what was ordered before you close out.Receiving and Inspection Checklist (behind the scenes)
Every SmartFile:
- Ships with its own step-by-step setup guide, so you can make it your own in minutes.
Perfect for:
Designers who manage full-service procurement and want total protection, from client approval to final vendor payment
Designers who are tired of piecing together generic templates that were never built for how design projects actually run
Anyone ready to stop losing hours to backorder emails, spreadsheets, and re-explaining the same terms project after project
Includes:
Three fully editable HoneyBook SmartFiles, delivered as share links so you get your own copy to customize with your branding
A complete 11-email swipe sequence, written in a warm, designer-to-designer voice
A Google Sheets order tracker and reconciliation summary, plus a receiving and inspection checklist