Plannr Technologies Limited

Everything found under the business section in Plannr

Business

Automation Blueprint Triggers and Conditions

Creating automations

Learn how to set up automations in Plannr

Automation Engine

Document Builder

Document builder elements

Document Builder - Placeholders

Form builder basics

Including Form Builder on your WordPress site

Sending a form

Form Builder

Business Staff Member Import

Charges Import

Circles Import

Client Import

Group Scheme Members Import

How to get Bulk Valuations from Providers

Imports

Notes import

Plans import

Premium History Import

Tasks Import

Valuations 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

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