The best way to save yourself some serious time and streamline your workflow is to set up your custom templates in Aisle Planner. Within Aisle Planner's templates tab (which you'll find in your Settings menu towards the top right of your pro dashboard) you can create many types of templates:
- Project Templates
- Timeline Templates
- Notes Templates
- Layout Templates
- Document Templates (Brochures, Proposals, Contracts & Questionnaires)
- Product & Quote Templates
- Invoice Templates
- Lead Checklist Templates
- Email Templates
To help get you started, here's a quick video tour of the templates tab on your pro dashboard, and we can't wait to introduce more template options soon!
(video coming soon)