When it comes to creating and sending proposals to new clients, already having your proposal templates in Aisle Planner makes it fast and easy, so we recommend investing some time in getting your proposal templates set up. We'll walk you through the basics in this short video, you'll also find written instructions below!

(Video Tutorial Coming Soon!)

Creating Your Proposal Template 

To create your first proposal 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 proposal 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, contracts AND proposals 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 PROPOSAL option for the document type, which will automatically update this document to host a client's signature (or multiple client signatures) - if you don't require a signature, OR you'd like to add your a countersignature on your end, you always have the option to update that setting here.

Next, click Edit Document.

Editing Your Proposal Template

If you've already set up your company branding, we'll automatically pull in your company logo at the top.  But if your proposal 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. Just uncheck the "Show heading" box on the proposal 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 proposal.  You can type and format from scratch, or copy and paste contract text from an existing proposal 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.

What Next?

Now that you've set up this proposal template, you'll be able to use this template to quickly and easily create new proposals to send off to prospective clients within a lead record.

Don't worry, you can always further update and adjust your proposal for each client as needed, but setting up your templates will give you a great head start. 

Learn more about creating new proposals within leads records in your lead manager and sending them to prospective clients here. (link coming soon)

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