Introducing Proposals and Contracts

Introducing Proposals and Contracts
February 13, 2017
You’ve met with your adorable potential new clients (PNCs) over coffee, diligently scribbled notes all over your branded notebook, you ran back to the office to create a new Lead Record in your Aisle Planner account, furiously typed up all of the notes you took in the meeting…and then went back to your old school ways of creating a doc on your desktop to then send your PNC a proposal and contract via email? Well, no longer! GOODBYE STONE AGES! We are thrilled to announce the release of proposals, contracts and e-signatures, all managed directly in your Aisle Planner account.

 

Aisle Planner New Feature Proposals and Contracts

How to Send a Document

You'll remember that we included the ability to create Document Templates in our last release and now, you have the ability to send those templates (in addition to documents you create on the fly) directly to your leads - right from within Aisle Planner!

To send proposals, brochures, contracts or any other branded documents to a potential client, simply click the Leads tab on your Planner Dashboard and then click into a Lead Record. Scroll down and under the Notes section of the Lead Record, you'll see a Documents section.  Click the "+" to select a Document to send.

Aisle Planner New Feature Proposals and Contracts

Choose from any of the Document Templates you have already created or create a new document on the spot. After selecting the document you'd like to send, it will open to a screen where you can make edits to the document prior to previewing or sending it. You can set things like the document type, name, signature requirements (none, signature, signature and counter signature), and recipients as well as  view the edit history in the right side bar labeled Document Details.

Aisle Planner New Feature Proposals and Contracts

When you are finished editing and are ready to send the document, click on the Export button (you can preview or download the document before sending as well). A modal will open where you can confirm or edit the recipient's email contact, edit the subject line as well as write a message. Then all you have to do is click Send!

Aisle Planner New Feature Proposals and Contracts

Collecting Signatures and Getting Notified

After you've sent the document off, the recipient will find it in their email inbox and it will be branded with your logo just like they're used to seeing from Aisle Planner. When they open the email, they'll see your message (like in the first image we included in this blog post) along with a link to View Document. When the recipient clicks on that link, the proposal, service sheet, brochure, contract - whatever you've sent them - will open in a new tab. And, depending on the signature requirements you set, they can electronically sign the document on the spot! 

Aisle Planner New Feature Proposals and Contracts

Once they do, you'll receive notification that the document has been signed and a prompt to countersign (if that is how you set the requirements).

Aisle Planner New Feature Proposals and Contracts

A Few Notes About Sending Documents

  • Regardless of how many weddings are included in your plan, you can send an unlimited number of documents out for signature!
  • You (the planner) can countersign any documents that require your signature from the email notification or from within Aisle Planner
  • Any documents you send will live in the Lead Record you created it from. So, once the client is booked, you can still refer to the documents there
 
As always, if you have any questions about our new features, don’t hesitate to get in touch! You can check out our FAQs in our help center here or reach us at customercare@aisleplanner.com
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About the Author

Aisle Planner Editorial Team
Aisle Planner Editorial Team
The Aisle Planner Editorial Team is a collective of creative writers, editors, and former event pros who obsess over weddings and special events—and the businesses behind them! Drawn to the details of their design and extravagant charm of their creativity, our team provides intelligent and straightforward articles with insights, practical tips, and expert guidance in putting Aisle Planner's "Power of One" behind your business. ...