Quoting shouldn't eat your evenings. Plannit automates the whole quote lifecycle — from building the quote to collecting the approval and even raising the invoice — so you send polished quotes in seconds and win the contract while the lead is still hot.

Once your settings are in place, a Plannit quote takes less than 30 seconds: choose the customer, select the products, validate and send. Hours of paperwork become a few taps.

Offer single or multi-invoice quotes, or a single invoice split into several installments, with payment dates and methods you customize — all automated for you. You decide how and when the money comes in.

Customers get a professional email and approve in one click, 24/7. No printing, no mailing costs, no waiting on you — and Plannit sends automatic reminders to anyone who hasn't approved yet, so you stop chasing latecomers by phone.

Stop spending hours documenting and reconciling receivables. Invoices can be created the moment a quote is approved and sent on the date you choose — without you being tied to your computer. Plannit does it for you.

Follow the step-by-step guide, then see how Plannit carries the win through to getting paid: