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How To Build a Product & Service Catalog to use in Interactive Quotes

Aisle Planner’s powerful suite of business management tools makes it easier to create and send quotes to streamline your booking process and accelerate your workflow.

In this webinar,  Aisle Planner’s Tayler Cusick Hollman walks you through how the basics of to use Aisle Planner’s Products & Quotes features.  She’ll also review:

Quotes vs. Proposals

  • When to Send Proposals
  • When to Send Quotes

Building a Product & Service Catalog

  • What to Include
  • How to Create Product / Service Templates

Using the Quote Feature

  • How to Create and Send Interactive Quotes
  • Creating an Invoice in 1 Click



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