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hey everybody its penny with blessed magnolia event planning case this is your first time watching i am here um every week try to be every week filming tips and tricks for aisle planner it is the platform of my choice when im working with my clients and i absolutely love it and i hope that you love it too and i hope that these tips and tricks help you this week i want to jump into templates for your proposals i actually do my proposals first in canva and then i pull them into my aisle planner under each clients project as a template and ill show you today how i do that and i hope that you like it im going gonna make myself smaller okay so when youre on your main dashboard of aisle planner if you go to settings excuse me and you go to templates under documents you can set up a i have to for proposals that i do out in canva in order for me to be able to bring in the very pretty pdf document that i make you have to call it a brochure when you do a brochure this allows you to bring i
