Aisle Planner

Format your brochures, proposals, contracts and questionnaires with page breaks

Adding Page Breaks In Documents

Personalize proposals and contracts with merge fields and save valuable time when asking clients for information with input fields.

🎥 Adding Input and Merge Fields into Proposals and Contracts

How do you know which type of merge or input field to use and where? We break it down for you here.

How and Where to Use Merge and Input Fields

Get your clients to sign your quotes, proposals, and contracts in a timely manner so you can book them and get paid faster.

Adding Expiration Dates to Quotes, Proposals, and Contracts

Editing a Proposal or Contract That has Been Sent

Learn how easy it is to void a brochure at any stage of its lifecycle.

Voiding a Brochure

Learn how easy it is to void a proposal or contract at any stage of its lifecycle.

Voiding a Proposal or Contract

Sara Kincaid

Customizing, Editing & Formatting Documents

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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