Changelog
Follow up on the latest improvements and updates.
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new
Enterprise Plan
✨ New: Custom Document Templates (Enterprise)
Enterprise users can now create
custom document templates
to better match chef preferences and venue standards — especially for menus and BEOs.What’s included
- Create and name custom document templates in Proposal Settings
- Copy and paste from existing templates while keeping formatting
- Insert dynamic Perfect Venue variables that auto-populate per event
Available dynamic sections
- Menus by sales category
- Category summaries
- Totals
- Proposal notes
- Internal notes
- Policies
Control what appears for each sales category:
- Menu Item
- Guest-facing or internal descriptions
- Price, quantity, totals
- Add-ons and choices
This release gives teams greater flexibility to format documents exactly how their chefs and operations teams expect — without manual edits for every event.
Interested in trialing out this feature? Please reach out to support@perfectvenue.com!
new
Enterprise Plan
New Feature: Countersign Agreements (Enterprise Plan) 📝
Countersign agreements are now available for customers on our
Enterprise plan!
You can require countersigning for
all events
by enabling it in Settings → Proposal
, or choose to customize it per event
when needed.When an agreement is ready for countersignature, you’ll receive an email notification letting you know action is required. Once the agreement is countersigned, the event will
automatically move into the Confirmed status,
keeping everything aligned and moving forward smoothly.For more in-depth instructions, please click here. If you'd like to trial this feature, please reach out to support@perfectvenue.com, and we will set it up!
new
Enterprise Plan
New Feature: Pre-Event Questionnaire (Enterprise Plan) 📋
Collect event details with less back-and-forth! The pre-event questionnaire feature is now live for venues on the Enterprise plan.
Venues can add their questions as custom fields in
Settings > Contact Form
, then choose where they appear:- On the guest proposal, and/or
- On a dedicated pre-event questionnaire page
Guests can easily answer and submit their responses ahead of time—so you get the details you need before the event, stress-free. ✨
Find a more in-depth breakdown of the Pre-Event Questionnaire linked here. Curious to try it out? If you’d like to trial the Enterprise plan, reach out to and the team will get you set up.
As a reminder, your completed events will return to zero, as they are just year-to-date! You can always find all of your events from the past under the
Reports > Events
tab. new
Enterprise Plan
✨ Require Guests to Initial Policies
You can now require guests to
initial specific sections of your policies
before they sign and pay. This gives venues added clarity and confidence that important terms are acknowledged upfront. This feature is available for our Enterprise
plan members. 🔍
How does it work?
Policies can now include required initials for selected sections. When initials are required, guests
must initial before they can sign and submit payment
.- Go to Settings → Proposals
- Navigate to your Policies
- Select a policy
- Choose which sections require initials from guests
- Click “Save” to apply your changes
🖊️
What does it look like for guests?
When guests view their proposal, they will see the sections of the policy that require initials.
Guests can not sign and pay until after all policy sections have been initialed.
📄
Can I require initials for a specific event?
Yes! Under your proposal for an event, you can customize the policy for this event.
- Navigate to an event and select the Proposal
- On the right-hand side, click “Edit” under Totals
- Select “Customize Policy for This Event”
- Select “Require Initials”
new
All Plans
📃 Organize Your Policies with Policy Sections!
You can now separate your venue policies into clear, reusable
policy sections
, making them easier to manage, update, and present to clients. Instead of editing the policy directly, policies can now be built from individual sections like Cancellations
, Payments
, or Pets
.This update gives you more flexibility and control over how your policies are structured — while keeping everything clean and consistent across events.
📄 How Policy Sections Work
- Policies are now made up of individual sections, each focused on a specific topic
- Sections can be reused across multiple policies (Professional, Premium, and Enterprise plans)
- Updating a section automatically updates it everywhere it’s used
- Policies are displayed to guests as clearly labeled sections on proposal
🧩 What You Can Do Now
- Create and manage policy sections in Settings → Proposal
- Build policies by selecting and arranging sections
- Rearrange sections to control how policies appear to guests
- Preview policies before applying them to events
- Personalize sections using event-based fields when signatures or custom details are required
⭐ Default Policies & Event-Level Control
- Choose a default policythat automatically applies to all new events
- Assign a different policy to specific events when needed
- Customize policies at the event level without affecting your saved venue policies
Note: Only one policy can be applied per event, and only one policy can be set as the default at a time.
Exciting news! You can now manage and update taxes and fees for all items in a menu category.
🛠️
How It Works
Navigate to your Menu Settings and select a category under
Menu Sections.
Make changes to your taxes and fees, and select
"Apply these taxes and fees to all items in this category"
to apply these in bulk to all items in the category. Click
Save
to apply your changes! 
Customers are now able to leave reviews after events, helping you showcase the best parts of your venue and attract more guests.
How It Works
After an event is marked Completed, guests will receive a review form where they can share:
- A star rating
- Optional public feedback
- Private team-only feedback
Displaying and Collecting Reviews
Reviews are automatically enabled, but you can manage your settings under Email Settings. If you enable public reviews, they’ll appear on your Marketplace Venue Profile and Space Profiles, helping your venue stand out—especially during the busy holiday season.
Getting Notifications for Reviews
You can also receive notifications via email any time a new review is posted! To do so, head to your Profile settings and enable "Customer Feedback" under Notifications to stay up to date on your guests' experiences.
🛠
What’s New:
You now have the ability to merge and delete contacts on your Perfect Venue account! With more control of your contacts, you can now analyze and identify top leads and guests easier.
🚀
How It Works:
Under your Contacts page in the Reports section of your dashboard, you can click on a contact and delete them at the bottom of the side panel.
If you want to merge contacts,
- Click on "Merge Contacts" in the upper right
- Select the contacts you want to merge
- Select a primary contact (all of the other contacts' events will be reassigned here)
🛠
What’s New:
You are now able to use a contact's full name to personalize emails, email templates, and venue policies!
🚀
How It Works:
- Click "Personalize" and select "Full Name" under Contact
Composing an Email:
Inbox > Reply > Personalize
Creating an Email Template:
Settings > Email > New Template Email > Personalize
Venue Policies:
Settings > Proposal > Venue Policies > Personalize
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