When it comes to creating and sending contracts to new clients, already having your contract templates in Aisle Planner makes it fast and easy, so we recommend investing some time in getting your contract templates set up. We'll walk you through the basics in this short video, you'll also find written instructions below!
Creating Your Contract Templates
To create your first contract 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 contract 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 brochures, proposals AND contracts 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 template are organized alphabetically, it helps to see each type of document grouped together.
And this description below is completely optional and just for your own reference.
Next, you'll want to select the CONTRACT option for the document type, which will automatically update this document to host both a client's signature (or signatures) and your countersignature. Next, click Edit Document.
Editing Your Document
If you've already set up your company branding, we'll automatically pull in your company logo here. But if your contract 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.
Side note: You also have the option to hide this heading if you prefer to get creative and use your own custom heading. Just uncheck the Show heading box on the contract template set up page for this template.
Next, add in the content of your contract. You can type and format from scratch, or copy and paste contract text from an existing contract that you may have. Format as needed and you're set.
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 where you want them.
Now that you've set up this contract template, you'll be able to use this template to quickly and easily create new contracts. Don't worry, you can always further update and adjust your contract for each client as needed, but setting up your templates will give you a great head start.
Learn more about creating new contracts and sending them to clients to sign here.