Plannit was designed to simplify paperwork and save time. We've automated it all for you.

Our automations deliver the following benefits :

Cut hours of paperwork by creating quotes in seconds

Once you've created your settings, Plannit quotes are created in less than 30 seconds. Choose the customer, select the products, validate and send!

Control revenue flow with our unique payment schedules

Plannit allows single or multi-invoice quotes, or single invoice with multiple installments, with options to customize payment dates and methods, and it's all automated for you!

Convert requests for quotes into accepted contracts faster

Customers receive a professional email and can approve in 1 click, 24/7. Eliminate printing and mailing costs and get approvals without your intervention.

No more chasing latecomers!

Plannit enables automatic mailings to remind your customers that their submission has not yet been accepted. No more follow-up calls, Plannit does it for you!

Reduce oversights with automatic invoice creation and dispatch

No need to spend hours documenting and reconciling your receivable. Invoices can be created as soon as the submission is approved, and sent at the date you want without being tied to your computer. Plannit does it for you!

Don't wait to get started. See How to Create a quote with Plannit.