This summary of the video was created by an AI. It might contain some inaccuracies.
00:00:00 – 00:12:03
The video introduces Honeybook's Smart Files, which are upgraded versions of legacy templates for contracts, invoices, and questionnaires, offering greater customization and sleek design elements. Smart Files allow for adding visual elements, adjusting design settings, and rearranging content sections. These enhancements are meant to elevate the client experience, set users apart from competitors, and provide detailed project information. The speaker demonstrates the customization options available for questionnaires and brochures within the Smart Files, showcasing a game-changing feature for branding and client interactions. Additionally, a custom smart file brochure is presented, serving as a client-focused mini website with various elements like videos, pricing, and consultation booking options. Viewers are encouraged to subscribe for more tutorials on utilizing Smart Files and offered a discount code for new HoneyBook users.
00:00:00
In this segment of the video, the speaker introduces Honeybook’s new feature called Smart Files, which are like elevated versions of legacy templates for contracts, invoices, and questionnaires. Smart Files have a sleek design and are highly customizable to reflect branding. The speaker highlights the new features of Smart Files, including the ability to create folders and sort templates. Specifically, they focus on the contract Smart Files, showcasing the enhanced design with various elements like text, images, videos, and company information that can be added or removed for a cleaner look. These Smart Files are described as sleek and impressive upgrades from the previous templates offered by Honeybook.
00:03:00
In this segment of the video, the speaker discusses the new features in contracts, invoices, proposals, and questionnaires within the smart files. The new templates allow for greater customization, such as adding visual elements, changing background colors, and reordering content sections like title, purchase order, bill to, etc. The invoices now have a sleek design with options to adjust contact info, design settings, deliverables, payment schedule, and payment pages. Similarly, proposals offer customization options, including the order of contract, invoice, and payment sections. The smart files also enable previewing the documents for clients and in mobile view for better user experience. Additionally, questionnaires have been enhanced for increased customization.
00:06:00
In this segment of the video, the speaker discusses the changes in legacy file questionnaires and the new customization options available. They demonstrate how you can now easily add banners, text blocks, background colors, headers, and images to personalize questionnaires for various purposes like approval processes or about you questionnaires. The speaker also highlights the enhanced customization features of smart file brochures in Honeybook, emphasizing how it elevates the client experience, provides detailed project information, and sets you apart from competitors. The ability to send customized smart files with a click of a button is showcased as a game-changing feature, offering a significant advantage in branding and client interactions.
00:09:00
In this part of the video, the speaker introduces a custom smart file brochure they created. The brochure includes various elements like videos, text, pricing, questionnaire, and ways to book a consultation call. The smart file acts as a mini website for clients, providing them with customized information without displaying it on a public website. The speaker encourages viewers to subscribe for more in-depth tutorials on setting up and using smart files. They also offer a 50% off code for new HoneyBook users.