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: 

Creating Brochure Templates

Creating Proposal Templates

Creating Contract Templates

Creating Questionnaire Templates

Creating & Sending Documents

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.  

Ready to create and send your first document? Read on below:

Creating & Sending Brochures (link coming soon!)

Creating & Sending Proposals (link coming soon!)

Creating & Sending Contracts

Creating & Sending Questionnaires (link coming soon!)

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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