Email New Feature
Access your email account, all within Planpage.
"I love email"... said no wedding planner ever 😥. But let's face it, email isn't going away. It's a vital tool for communicating with vendors and clients. With Planpage, you can supercharge your inbox and handle email from your planning software.
Two-way email sync
Planpage Mail provides a two-way sync with your inbox, letting you send and receive emails without leaving Planpage.
Organize conversations
Email conversations can be linked to projects, leads, and vendors. This makes it easy to stay organized and find past conversations you need to reference later.
Fully integrated email
When you send items like quotes and proposals from Planpage, they'll be sent from your actual email account. Leads and clients can respond normally like they would to any other email.
👏 Enhance your inbox
Planpage Mail is more than just a clone of your email account. When your emails live in your planning software, you can take advantage of some great workflow improvements. You'll be able to...
Create tasks from an email
Instead of leaving the email and going to your task list, you can add tasks within the conversation. On your task list, any items created from an email will link back to the original conversation.
Calendar events
Just like tasks, you can create calendar events from within the email conversation.
Contact summary
Every email conversation has a summary of everyone involved. With a single click, you can add an email sender to your contact library.
Save attachments with a single click
No more combing through past emails looking for an attachment. Now you can save important attachments right to a project -- it's a great way to stay organized.
Save images into mood boards
Easily save email attachment images into mood boards that can be shared with clients and contacts.
⏱️ Save time
Take the drudgery out of email and get back to more important tasks. Planpage's email template and smart field features ensure consistent and professional communication (without having to repeat yourself every time).
Email templates
Build your email template library for various stages of the planning process, such as initial consultations, vendor coordination, and event reminders.
Smart fields
Insert client-specific details, such as names, wedding dates, and venue information, into your email templates. Ensure a professional, customized touch in every message.
Features
Email New Leads Calendar Quotes Invoices Timelines Documents Tasks Guest Lists Vendors Mood Boards Client Portal Mobile
Planpage is all-in-one software for the modern wedding planner. It has everything you need to stay organized, delight clients, and deliver exceptional events with precision and style.
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