Aisle Planner Help Center

Documents (Brochures, Proposals, Contracts, Questionnaires)

23 articles in this collection
Written by Christina Farrow

An Intro to Aisle Planner Documents

Create and send beautiful brochures, proposals, contracts and questionnaires

Written by Christina Farrow
Updated over a week ago

Creating and Sending Brochures

Creating Brochure Templates

Make a great first impression with custom brochures in Aisle Planner!

Written by Christina Farrow
Updated over a week ago

Creating a Brochure Template Using Your Own Pre-designed Brochure

Do you already have a beautifully designed brochure that you'd like to use to create your brochure template in Aisle Planner? Start here!

Written by Christina Farrow
Updated over a week ago

Creating A Brochure Template From Scratch

Written by Christina Farrow
Updated over a week ago

Voiding a Brochure

Learn how easy it is to void a brochure at any stage of its lifecycle.

Written by Christina Farrow
Updated over a week ago

Creating & Sending Proposals

Creating Proposal Templates

Create and send beautiful proposals quickly and easily with proposal templates!

Written by Christina Farrow
Updated over a week ago

Creating & Sending Contracts

Creating Contract Templates

Save time and create contract templates so you can send contracts quickly and easily for all of your future bookings.

Written by Christina Farrow
Updated over a week ago

Creating & Sending Contracts

Written by Christina Farrow
Updated over a week ago

Countersigning a Contract

Written by Christina Farrow
Updated over a week ago

Updating or Adding An Addendum To a Signed Contract

Written by Christina Farrow
Updated over a week ago

Creating & Sending Questionnaires

Creating Questionnaire Templates

Save time and create questionnaire templates so you can quickly & easily request information from both prospective clients & booked clients

Written by Christina Farrow
Updated over a week ago

What Types of Questions Can I Add To A Questionnaire?

You many content options, including content blocks and various question types, to allow you to create perfect questionnaires

Written by Christina Farrow
Updated over a week ago

Creating & Sending Questionnaires

Written by Christina Farrow
Updated over a week ago

Viewing a Completed Questionnaire

Written by Christina Farrow
Updated over a week ago

Printing and Downloading Questionnaires

Written by Christina Farrow
Updated over a week ago

Updating A Questionnaire Once It's Been Submitted

Written by Christina Farrow
Updated over a week ago

Customizing, Editing & Formatting Documents

Adding Page Breaks In Documents

Format your brochures, proposals, contracts and questionnaires with page breaks

Written by Christina Farrow
Updated over a week ago

Adding Input and Merge Fields into Proposals and Contracts

Personalize proposals and contracts with merge fields and save valuable time when asking clients for information with input fields.

Written by Christina Farrow
Updated over a week ago

How and Where to Use Merge and Input Fields

How do you know which type of merge or input field to use and where? We break it down for you here.

Written by Christina Farrow
Updated over a week ago

Adding Expiration Dates to Quotes, Proposals, and Contracts

Get your clients to sign your quotes, proposals, and contracts in a timely manner so you can book them and get paid faster.

Written by Christina Farrow
Updated over a week ago

Editing a Proposal or Contract That has Been Sent

Written by Christina Farrow
Updated over a week ago

Voiding a Brochure

Learn how easy it is to void a brochure at any stage of its lifecycle.

Written by Christina Farrow
Updated over a week ago

Voiding a Proposal or Contract

Learn how easy it is to void a proposal or contract at any stage of its lifecycle.

Written by Christina Farrow
Updated over a week ago