Make the quoting process painless for both you and your customers.
- Quickly create digital estimates and send them off to a customer in seconds.
- Customers can easily approve estimates online, or request changes
- Offer several options and add-ons that customers can select or remove to update their quote
- Offer different payment options and plans for customers to choose from
- Receive notifications when quotes are approved
Build and Send Branded Quotes in Minutes
- Templates help you create estimates faster
- Create professional-looking documents
- Customizable with your company logo and branding
- Customizable payment schedules
- Include optional add-ons to choose from
Online Client Portal
Your customers can approve or request changes to quotes online in our secure client portal.
You can give them options to choose from on the quote. When they select desired services and payment terms, the quote will update automatically.
Save Time on Paperwork
You don’t need to spend your nights and weekends trying to get ahead on paperwork. Plannit lets you handle all of your business transactions right in one simple app on your phone, tablet, or computer.