Documents (Contracts, Proposals, Brochures, Questionnaires)
Contracts, Proposals, Brochures & Questionnaires
🎥 An Intro to Aisle Planner DocumentsCreate and send beautiful brochures, proposals, contracts and questionnaires
Creating & Sending Contracts
Stemming from your templates, this will show you how to create and send your contracts.
🎥 Creating Contract TemplatesSave time and create contract templates so you can send contracts quickly and easily for all of your future bookings.
Creating & Sending Contracts
Countersigning a Contract
Updating or Adding An Addendum To a Signed Contract
Creating Brochure TemplatesMake a great first impression with custom brochures in Aisle Planner!
Creating a Brochure Template Using Your Own Pre-designed BrochureDo you already have a beautifully designed brochure that you'd like to use to create your brochure template in Aisle Planner? Start here!
Creating A Brochure Template From Scratch
Voiding a BrochureLearn how easy it is to void a brochure at any stage of its lifecycle.
Creating Questionnaire TemplatesSave time and create questionnaire templates so you can quickly & easily request information from both prospective clients & booked clients
What Types of Questions Can I Add To A Questionnaire?You many content options, including content blocks and various question types, to allow you to create perfect questionnaires
Creating & Sending Questionnaires
🎥 Pre-filling Parts of a Questionnaire before Sending to a ClientFill out details that you already know!
Viewing a Completed Questionnaire
Printing and Downloading Questionnaires
Updating A Questionnaire Once It's Been Submitted
Adding Page Breaks In DocumentsFormat your brochures, proposals, contracts and questionnaires with page breaks
🎥 Adding Input and Merge Fields into Proposals and ContractsPersonalize proposals and contracts with merge fields and save valuable time when asking clients for information with input fields.
How and Where to Use Merge and Input FieldsHow do you know which type of merge or input field to use and where? We break it down for you here.
Adding Expiration Dates to Quotes, Proposals, and ContractsGet your clients to sign your quotes, proposals, and contracts in a timely manner so you can book them and get paid faster.
Editing a Proposal or Contract That has Been Sent
Voiding a BrochureLearn how easy it is to void a brochure at any stage of its lifecycle.
Voiding a Proposal or ContractLearn how easy it is to void a proposal or contract at any stage of its lifecycle.