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
"My intention when launching Habitat Verre was to offer a professional service. Plannit and their representatives have allowed me to achieve this with a few clicks and tips. Habitat Verre has stood out from the competition in part because of Plannit. My customers have told me several times that they selected us because we looked serious and forward-thinking in our quote management. They love the online customer portal and so do we! Creating a quote is extremely fast and easy."
Martin Sigouin-Duhaime, Owner
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.