Plannr Technologies Limited

Gareth Thompson

Everything found under the business section in Plannr

Business

Creating automations

Automation Blueprint Triggers and Conditions

Learn how to set up automations in Plannr

Automation Engine

Document Builder

Document builder elements

Document Builder - Placeholders

Form builder basics

Sending a form

Including Form Builder on your WordPress site

Form Builder

Charges Importer

How to get Bulk Valuations from Providers

Business Staff Member Import

Client Import

Joint Client Imports

Group Scheme Members Import

Imports

Notes import

Plans import

Premium History Import

Valuations Import

Tasks Import

Charges Export

Client Reporting Filters

Detailed Holdings Export

New Business Events: Reports and Export

Notes export

Plan Export

Premium History Export

Reporting / Exports

Tasks export

Valuation report

Exports

Signature requests

Learn how to request e-signatures via Plannr

Signature Requests

Create a custom design with text, images, and links

Visit our website

Visit our community

Find answers and get help from Intercom Support and Community Experts

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