Using Plannerpad with Optimo Pathfinder reduces your data entry time. With Plannerpad, you can send a link to your clients so they can fill in their own data and upload relevant documents. Once you have checked the data is complete, you can upload the data to Pathfinder to create your strategy.
If you don't have a log in for Optimo Pathfinder or Plannerpad, then you can sign up for both on a single form here: https://app.optimopathfinder.com.au/Plannerpath/Register
Optimo Pathfinder Help pages
- Getting started with Plannerpad and Optimo Pathfinder
- Checking data imported to Pathfinder from Plannerpad
- Mapping of Plannerpad fields to Optimo Pathfinder fields