Vendor Portal
Overview
The DreamPlan Vendor Portal is your all-in-one workspace for managing enquiries, sending quotes and invoices, signing contracts, and growing your wedding and event business. Whether you are a photographer, florist, caterer, or any other event professional, the portal gives you the tools to stay organised, respond quickly, and deliver a polished client experience.
Access your portal at vendor.dreamplan.sagargandecha.dev .
The vendor portal dashboard with enquiry stats, SLA badge, and quick actions.
Key Features
| Feature | What It Does |
|---|---|
| Inbox | Three-panel messaging hub with AI-powered insights that extract key details from every enquiry |
| Quotes | Build line-item quotes with tax, validity periods, and payment terms, then share via a secure link |
| Invoices | Generate invoices (or convert quotes), collect payments through Stripe, and track payment status |
| Contracts | Draft contracts, link them to quotes, and collect legally binding e-signatures online |
| Templates | Save reusable message templates with dynamic placeholders and set up auto-replies for new enquiries |
| Availability Calendar | Colour-coded calendar to mark dates as available, tentative, or blocked so planners see your real-time availability |
| SLA Badge | Earn a Lightning, Fast, or Same Day response badge based on your median reply time |
| Stripe Connect | Link your Stripe account to accept invoice payments directly, with automatic payouts |
| Client CRM | Track every client through a pipeline from lead to completed booking |
| Guest Data Access | View guest information for linked events when the planner grants you permission |
| Vendor Events | See all events you are linked to, along with their current status |
| Business Profile | Showcase your business with a rich profile including gallery images, categories, pricing tier, and a verified badge |
Focused Mode vs Power Mode
DreamPlan offers two interface modes so you can work the way that suits you best.
- Focused Mode presents a simplified interface with the most commonly used features front and centre. It is ideal if you are new to the platform or prefer a clean, distraction-free workspace.
- Power Mode unlocks the full feature set, including advanced analytics, bulk actions, and deeper CRM controls. Switch to Power Mode when you are ready to take full advantage of everything the portal offers.
You can switch between modes at any time from your account settings. Your data stays the same regardless of which mode you use.
Getting Started
If you have not set up your vendor account yet, head to the Onboarding Guide to walk through the registration and approval process step by step.
Tips
Tip: Start with Focused Mode while you learn the platform, then switch to Power Mode once you are comfortable with the core workflows.
Tip: Complete your profile fully before your first enquiry arrives. A complete profile with gallery images builds trust and increases your chances of being shortlisted.
Tip: Set up at least one message template and enable auto-reply so new enquiries receive an instant acknowledgement, even when you are away.
FAQ
Do I need to pay to use the vendor portal? DreamPlan offers a Free tier that covers core features. A Pro subscription unlocks Stripe Connect for payment collection, advanced analytics, and priority support.
What vendor categories does DreamPlan support? The platform currently supports photographer, videographer, florist, caterer, DJ/band, venue, cake, decor, and planner.
Can I use the portal on my phone? Yes. The vendor portal is fully responsive and works on mobile browsers. All touch targets meet the recommended 44px minimum size.
How do I switch between Focused Mode and Power Mode? Open your account settings and toggle the mode selector. The change takes effect immediately and you can switch back at any time.
Is my data shared with other vendors? No. Your business data, conversations, and client information are private to your account. Guest data is only visible when a planner explicitly grants you permission.