Documents (Contracts, Proposals, Brochures, Questionnaires)
Contracts, Proposals, Brochures & Questionnaires
By Sara1 author23 articles
Creating & Sending Contracts
Stemming from your templates, this will show you how to create and send your contracts.
- 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.