Getting Started
Hi there! Before we get this party started, let's go over the basics...
5 articles
Projects & Planning Tools
Projects are where your planning tools live.
16 articles
Leads CRM
Organize and manage your sales pipeline.
13 articles
Documents
Create contracts, proposals, questionnaires, and brochures
4 articles
Quotes, Invoices & Payments
Create and send polished invoices with online payments.
9 articles
Client Portal
Learn how Planpage's client facing features work.
5 articles
Contact List (People & Vendors)
Keep your contact and vendor details all in one place.
8 articles
Email Integration
Send and receive email from your own account, all within Planpage.
2 articles
For Wedding Couples
Resources and guides to share with your wedding couples.
2 articles