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In this video tutorial, Penny from Blessed Magnolia Event Planning shares tips on using Aisle Planner for creating proposal templates. She emphasizes her preference for Aisle Planner as a client management tool and demonstrates how to create proposals in Canva before importing them into Aisle Planner. Penny explains that under the Aisle Planner dashboard, users can access settings and find the "templates" section under documents, where they can set up proposals. To successfully import attractive PDF documents made in Canva, they must be labeled as brochures within Aisle Planner. This approach helps streamline a professional presentation for clients.
