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Templates / Florists

Wedding briefs, funeral orders and grower accounts, from one link.

Brides send colours in six messages, families give funeral wording at a hard time and drivers start before anyone has seen their licence. Docsroom asks once, clearly and kindly, with a link for every person.

8 templates79 requestsWritten for florists

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Eight templates for florists

Open a template to see every request in the order it is asked, and watch it written in and answered.

Wedding starter checklistfor couples getting married · after the consultation12 requests12 requests
Wedding starter checklistEmily Carter · June wedding9 of 12 back
  • The day
  • FormWedding details8 questionsAssigned to ECEmily Carter, brideFrom Poppyin 2 daysComplete
  • QuestionVenue contactname and phoneAssigned to ECEmily Carter, brideFrom Poppyin 2 daysComplete
  • DecisionSetup and delivery timepick the best windowAssigned to ECEmily Carter, brideFrom Poppyin 3 daysReady to check
  • QuestionVenue rules on flowerscandles, petals, fixingsAssigned to ECEmily Carter, brideFrom Poppyin 3 daysReady to check
  • Your flowers
  • UploadInspiration photosa few is plentyAssigned to ECEmily Carter, brideFrom Poppyin 3 daysComplete
  • QuestionColours and mooda few wordsAssigned to ECEmily Carter, brideFrom Poppyin 3 daysAwaiting reply
  • QuestionFlowers to avoidallergies and dislikesAssigned to ECEmily Carter, brideFrom Poppyin 4 daysReminder sent
  • TableBouquets and buttonholeswho and how manyAssigned to ECEmily Carter, brideFrom Poppyin 5 daysComplete
  • QuestionYour budgeta range is fineAssigned to ECEmily Carter, brideFrom Poppyin 5 daysReady to check
  • Agreeing it
  • ApprovalWedding quoteread and approveAssigned to ECEmily Carter, brideFrom Poppyin 5 daysReady to check
  • ApprovalBooking termsread and approveAssigned to ECEmily Carter, brideFrom Poppyin 6 daysComplete
  • UploadDeposit payment receipta screenshot is fineAssigned to ECEmily Carter, brideFrom Poppyin 7 daysAwaiting reply
Staff starter checklistfor new florists · before their first day12 requests12 requests
Staff starter checklistMillie Hart · florist9 of 12 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to MHMillie Hart, floristFrom Poppyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to MHMillie Hart, floristFrom Poppyin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to MHMillie Hart, floristFrom Poppyin 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to MHMillie Hart, floristFrom Poppyin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to MHMillie Hart, floristFrom Poppyin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to MHMillie Hart, floristFrom Poppyin 5 daysAwaiting reply
  • ApprovalStaff handbookread and approveAssigned to MHMillie Hart, floristFrom Poppyin 6 daysReminder sent
  • In the workshop
  • QuestionPlant allergiessap, pollen or latexAssigned to MHMillie Hart, floristFrom Poppyin 6 daysComplete
  • UploadDriving licenceif you will deliverAssigned to MHMillie Hart, floristFrom Poppyin 6 days1 file sent
  • ApprovalKnife and workshop safetyread and approveAssigned to MHMillie Hart, floristFrom Poppyin 6 daysReady to check
  • UploadFloristry qualificationif you have oneAssigned to MHMillie Hart, floristFrom Poppyin 7 daysComplete
  • DecisionEarly market runspick the days you can doAssigned to MHMillie Hart, floristFrom Poppyin 7 daysAwaiting reply
Delivery driver packfor delivery drivers · before their first round10 requests10 requests
Delivery driver packAde Bello · delivery driver8 of 10 back
  • About you
  • FormYour details5 questionsAssigned to ABAde Bello, driverFrom Poppyin 2 daysComplete
  • DecisionHow you work with usemployed or self-employedAssigned to ABAde Bello, driverFrom Poppyin 3 daysComplete
  • QuestionRight to work share codeif you are employedAssigned to ABAde Bello, driverFrom Poppyin 3 daysReady to check
  • Driving
  • UploadDriving licencefront and backAssigned to ABAde Bello, driverFrom Poppyin 3 days2 files sent
  • QuestionDVLA licence check codefrom your DVLA accountAssigned to ABAde Bello, driverFrom Poppyin 3 daysComplete
  • UploadVehicle insurancebusiness use coverAssigned to ABAde Bello, driverFrom Poppyin 4 daysAwaiting reply
  • UploadMOT certificateif the van is yoursAssigned to ABAde Bello, driverFrom Poppyin 4 daysReminder sent
  • Working with us
  • ApprovalFlower handling rulesread and approveAssigned to ABAde Bello, driverFrom Poppyin 5 daysComplete
  • ApprovalSafe place and photo rulesread and approveAssigned to ABAde Bello, driverFrom Poppyin 5 daysReady to check
  • DecisionDays you can drivepick your regular daysAssigned to ABAde Bello, driverFrom Poppyin 5 daysReady to check
Funeral order packfor families ordering tributes · as soon as the funeral is booked11 requests11 requests
Funeral order packBaker family · funeral tribute9 of 11 back
  • The service
  • FormService details5 questionsAssigned to LBLinda Baker, daughterFrom PoppytomorrowComplete
  • DecisionDeliver tohome or funeral directorAssigned to LBLinda Baker, daughterFrom PoppytomorrowComplete
  • QuestionDelivery time neededbefore the serviceAssigned to LBLinda Baker, daughterFrom PoppytomorrowReady to check
  • Your tribute
  • DecisionType of tributewreath, spray or posyAssigned to LBLinda Baker, daughterFrom Poppyin 2 daysReady to check
  • QuestionName for the tributeas it should appearAssigned to LBLinda Baker, daughterFrom Poppyin 2 daysComplete
  • QuestionFavourite flowers and coloursor leave it to usAssigned to LBLinda Baker, daughterFrom Poppyin 2 daysAwaiting reply
  • QuestionCard messagea few linesAssigned to LBLinda Baker, daughterFrom Poppyin 2 daysReminder sent
  • UploadReference photofor a shaped tributeAssigned to LBLinda Baker, daughterFrom Poppyin 3 daysComplete
  • Agreeing it
  • ApprovalOrder quoteread and approveAssigned to LBLinda Baker, daughterFrom Poppyin 3 daysReady to check
  • ApprovalOrder termsread and approveAssigned to LBLinda Baker, daughterFrom Poppyin 3 daysReady to check
  • DecisionFlowers after the servicetake home or donateAssigned to LBLinda Baker, daughterFrom Poppyin 5 daysComplete
Grower and wholesaler setupfor growers and wholesalers · before the first order10 requests10 requests
Grower and wholesaler setupFenland Flower Growers · new supplier8 of 10 back
  • Their details
  • FormSupplier details6 questionsAssigned to BCBarry Cooke, sales managerFrom Poppyin 3 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to BCBarry Cooke, sales managerFrom Poppyin 4 daysComplete
  • QuestionHow flowers travelvan, cold chain or courierAssigned to BCBarry Cooke, sales managerFrom Poppyin 4 daysReady to check
  • UploadPlant health certificateif they import stemsAssigned to BCBarry Cooke, sales managerFrom Poppyin 4 days2 files sent
  • What they supply
  • TableFlowers and seasonsstem, season, priceAssigned to BCBarry Cooke, sales managerFrom Poppyin 4 daysComplete
  • QuestionMinimum orderboxes or bunchesAssigned to BCBarry Cooke, sales managerFrom Poppyin 4 daysAwaiting reply
  • QuestionOrder cut-off and dayswhen to order byAssigned to BCBarry Cooke, sales managerFrom Poppyin 4 daysReminder sent
  • Terms
  • DecisionStanding orderweekly or as neededAssigned to BCBarry Cooke, sales managerFrom Poppyin 6 daysComplete
  • ApprovalSupplier termsread and approveAssigned to BCBarry Cooke, sales managerFrom Poppyin 7 daysReady to check
  • FormInvoicing details5 questionsAssigned to BCBarry Cooke, sales managerFrom Poppyin 7 daysReady to check
Event and business order packfor event and business customers · after the quote is accepted9 requests9 requests
Event and business order packThe Grange Hotel · lobby flowers7 of 9 back
  • The event
  • FormEvent details6 questionsAssigned to NFNicola Frost, events managerFrom Poppyin 3 daysComplete
  • QuestionVenue access and setupload-in and parkingAssigned to NFNicola Frost, events managerFrom Poppyin 3 daysComplete
  • TableArrangements neededitem, quantity, placeAssigned to NFNicola Frost, events managerFrom Poppyin 4 daysReady to check
  • Look and feel
  • UploadMoodboard or photosa few is plentyAssigned to NFNicola Frost, events managerFrom Poppyin 4 days2 files sent
  • QuestionColours and flowers to avoidbrand colours, allergiesAssigned to NFNicola Frost, events managerFrom Poppyin 4 daysComplete
  • DecisionHow oftenone-off, weekly or monthlyAssigned to NFNicola Frost, events managerFrom Poppyin 5 daysAwaiting reply
  • Agreeing it
  • ApprovalEvent quoteread and approveAssigned to NFNicola Frost, events managerFrom Poppyin 6 daysReminder sent
  • ApprovalVase and container hireread and approveAssigned to NFNicola Frost, events managerFrom Poppyin 6 daysComplete
  • FormInvoicing details5 questionsAssigned to NFNicola Frost, events managerFrom Poppyin 7 daysReady to check
Funeral director account setupfor funeral directors · before their first order8 requests8 requests
Funeral director account setupLloyd Funeral Service · new account6 of 8 back
  • Their business
  • FormBusiness details6 questionsAssigned to DLDan Lloyd, funeral directorFrom Poppyin 3 daysComplete
  • QuestionWho can place ordersnames and phone numbersAssigned to DLDan Lloyd, funeral directorFrom Poppyin 3 daysComplete
  • QuestionOut of hours contactfor urgent ordersAssigned to DLDan Lloyd, funeral directorFrom Poppyin 4 daysReady to check
  • Ordering
  • TableUsual delivery placesname, address, contactAssigned to DLDan Lloyd, funeral directorFrom Poppyin 4 daysReady to check
  • DecisionHow orders reach usphone, email or formAssigned to DLDan Lloyd, funeral directorFrom Poppyin 4 daysComplete
  • DecisionPayment termson order or monthlyAssigned to DLDan Lloyd, funeral directorFrom Poppyin 5 daysAwaiting reply
  • Agreeing the account
  • ApprovalTrade termsread and approveAssigned to DLDan Lloyd, funeral directorFrom Poppyin 6 daysReminder sent
  • QuestionAccounts contactname and emailAssigned to DLDan Lloyd, funeral directorFrom Poppyin 6 daysComplete
Wedding final details packfor couples, two weeks to go · two weeks before the wedding7 requests7 requests
Wedding final details packArjun Sharma · September wedding5 of 7 back
  • The final order
  • QuestionFinal guest numbersfor tables and buttonholesAssigned to ASArjun Sharma, groomFrom Poppyin 2 daysComplete
  • TableChanges to the orderitem and changeAssigned to ASArjun Sharma, groomFrom Poppyin 3 daysComplete
  • ApprovalFinal order sheetread and approveAssigned to ASArjun Sharma, groomFrom Poppyin 4 daysReady to check
  • On the day
  • TableTimings on the daywho, where, whenAssigned to ASArjun Sharma, groomFrom Poppyin 5 daysReady to check
  • QuestionWho to call on the dayname and mobileAssigned to ASArjun Sharma, groomFrom Poppyin 5 daysComplete
  • DecisionHire items returnwe collect or you drop offAssigned to ASArjun Sharma, groomFrom Poppyin 5 daysAwaiting reply
  • Afterwards
  • DecisionFlowers after the daytake home or donateAssigned to ASArjun Sharma, groomFrom Poppyin 7 daysReminder sent

Written for florists. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Wedding briefs in one place

Couples send colours, inspiration photos, venue rules and final numbers from their own link, so the brief is not spread across texts.

A kind, clear funeral order

Families answer a few plain questions about wording, delivery and timing from their phone, with no account to make and no forms to print.

Drivers and growers sorted early

Delivery drivers send their licence and insurance, and growers send their stock list and plant papers, before the first round or order.

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