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icon_invoice_header  Job Quoting Software

Save hours every week with customizable templates and online quote approvals


Managing quotes is painless for you and your customers

  • Quickly create branded quotes using customizable templates

  • Customers can approve quotes online, or request changes with the click of a button

  • Make more money by offering options and add-ons that customers can select on their quote - totals update automatically!

  • Offer payment options and plans for customers to choose from

  • Receive instant notifications when quotes are approved

"When I first started my business, I needed to look like a pro. My customers have told me several times that they chose us because we looked professional and forward-thinking with online quotes. They love the online customer portal! Creating a quote in Plannit is extremely fast and easy."
Martin Sigouin-Duhaime, Owner
Habitat Verre

Build and send branded quotes in minutes

  • Templates help you create estimates faster

  • Create professional-looking documents

  • Customizable with your company logo, branding, and custom fields

  • Customizable payment schedules

  • Offer optional add-ons to increase revenue


Online customer portal

Your customers can approve or request changes to quotes online in our secure customer portal. 

Give them options to choose from on the quote. When they select services and payment terms, the quote will update automatically.


Go from approved quote to getting paid within the same app

Plannit’s online payments allows you to get paid faster and reduces time spent on collection. Sync transactions with your accounting system in real time and avoid double entry.


Save time on office work

You don’t need to spend your nights and weekends trying to get ahead on paperwork. Plannit lets you handle all of your transactions right in one simple app on your phone, tablet, or computer. 

> Get started for free

Frequently Asked Questions