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Document Templates
An Intro to Document Templates
An Intro to Document Templates

Speed up your booking workflow by creating beautiful brochure, proposal, contract and questionnaire templates in Aisle Planner

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

On a mission to help you manage everything in one place, our documents feature provides a flexible tool where you can create and send brochures, proposals, contracts, and questionnaires to prospective clients (and existing clients too!)

Getting Started With Aisle Planner Documents

We're all about creating time-saving tools to help you work more efficiently, so to get started, we recommend taking a moment to create your templates, so you don't need to start from scratch every single time you want to create and send any document.  You can find everything you need to know about creating each type of document template below: 

Once you've created your document templates, you can start using your templates to create new documents, further customize them as needed for each prospective client or existing client, and send them off.  

Learn More

We've created a wealth of resources and answers to frequently asked questions about our documents feature here in our help center.  Explore everything you need to know about our Documents feature on your own here

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