We know how important it is to have a simple and streamlined system put in place; one destination for you and one platform to run your planning business from. Recently, Aisle Planner took another giant step towards building and being the most powerful platform for wedding professionals by releasing functionality for proposals, contracts, invoicing, and e-signatures, all managed from within your Aisle Planner account.
Here are a few key features of this new functionality:
- 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.
- In addition to highlighting what you have outstanding or in progress with your invoices, you can easily access an archive of your invoices (active and paid) and your payment history.
Having all of these new features within Aisle Planner in addition to all of the planning tools for managing every detail of the planning process (customizable checklists, budget management, timeline creation, payment reminders, etc.) shows that Aisle Planner is an incredibly powerful platform for wedding and event planners.
Ready to streamline your planning business today with Aisle Planner?
Try it out for free for 30 days AND receive 25% off your first three months of paid subscription using this link or by using the code plannerslounge when registering your account.
*this is a sponsored post from Aisle Planner