icon_invoice_header  Job Quoting Software

Save time creating quotes and estimates and win more business.

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 Glass Habitat 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
Glass Habitat

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
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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.

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Go from approved quote to getting paid within the same app

Plannit’s integrated payment processing platform allows you to get paid faster and considerably reduces collection activities.

When quotes are approved, Plannit can automatically generate invoices according the terms approved in the quote.

Sync transactions with your accounting system in real-time and avoid double entry.

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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. 

Frequently Asked Questions