Get started faster with free file setup
We’ll turn your existing files into ready-to-use client-facing templates.
How does free file setup work?
Upload existing documents
Pricing & service lists, contracts, invoices, and questionnaires.
We'll prepare your templates
Meanwhile, check out HoneyBook and keep growing your business.
You're all set to impress
You'll get back polished, interactive templates that'll boost your clientflow.
Our team will expertly set up your templates
Turn your existing documents into polished, ready-to-use HoneyBook templates with ease. Simply upload your pricing guides, contracts, invoices, and questionnaires, and our team will transform them into interactive, professional templates tailored to your business.
Focus on your business while your files are set up
Skip the stress of preparing new docs
Stand out with industry-best templates
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Free file setup means you’ll be up and running within 3 days
and you’ll be ready for your next big client.
File setup FAQs
File setup is a free, one-time service that turns the business materials you already use into ready-to-send HoneyBook templates. Upload your contracts, questionnaires, pricing lists, brochures, proposals, or other client-facing files, and our team will format them in your account so they’re interactive, reusable, and ready to use.
This is a free service included in your HoneyBook subscription.
After you upload your documents, the HoneyBook team will set everything up and have your templates ready within 3 business days.
You can upload files in these formats: DOC, PDF, JPG, PNG, Google docs, screenshots—whatever you’ve got, that we can read.
Once you’re a HoneyBook member, we’ll explain how to easily upload your existing files.
We recommend you to check our community section here.
You can edit your templates at any time.
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