We'll walk you through the basics in this short video, you'll also find written instructions below!
(Video Tutorial Coming Soon!)
Creating Your Brochure Template
A "brochure" can be anything you want it to be, but one thing is for sure, you're going to want to
To create your first brochure template, head on over to the Settings menu, which you'll find towards the top right of your Pro Dashboard.
Next, click on the Templates tab and select the Documents option.
You can create as many brochure templates as needed by clicking on the gold Add New Button.
The first thing you'll want to do is give your new template a name for future reference. Since all documents, including proposals, contracts AND brochures are all housed here as document templates, I like to start my template name with some indication of WHAT type of document this is, just to make it super easy and straightforward, and since templates are organized alphabetically, it helps to see each type of document grouped together.
Note: The description below is completely optional and just for your own reference.
Next, you'll want to select the BROCHURE option for the document type, which will automatically update this document to NOT require a signature.
Next, click Edit Document.
Editing Your Brochure Template
If you've already set up your company branding, we'll automatically pull in your company logo at the top. But if your brochure template has a great big white space here, take a moment to head over to your branding center, where you can upload your logo for a better branded experience in Aisle Planner.
As a Side note: You also have the option to hide this heading if you prefer to get creative and use your own custom heading OR bring in a pre-designed brochure that may already have your logo in it. Just uncheck the "Show heading" box on the brochure template set up page for this template.
Next, click into the editable area of the document space shown and add in the content of your brochure. You can type and format from scratch, or copy and paste contract text from an existing brochure that you may have. Format as needed and you're set!
Adding Images To Your Proposal
To include an image, a pre-designed collage of images, a sketch or a graphic, place your cursor where you'd like to add the image file and click on the Insert Image icon from the formatting menu, then select the image file from your computer. Images will need to be in either a JPG or PNG file.
Please note, copying and pasting images into your proposal template will not work properly (even though at first the image may appear at first in your proposal, it won't save!)
Final Template Proofing
We also recommend that you take the time to Preview and Print (or just view as PDF) to be sure that everything looks just right, and that page breaks are exactly where you want them.
Now that you've set up this brochure template, you'll be able to use this template to quickly and easily send your brochure to prospective clients within a lead record.
Learn more about sending brochures to prospective clients within leads records in your lead manager here. (Link coming soon)
Learn how to automatically send brochures to new lead inquiries here. (Link coming soon)