Quotes
Put together quotes, send them and have them approved digitally — with Planny's help if you like.
Creating quotes
- Creating and sending a quote Put together a quote with sections, optional lines and a deposit, send it, and follow everything up to acceptance in the…
- Quote settings - numbers, signature, terms and deposit Numbering, signature, your own terms and conditions, deposit and reminders: this is how you set what applies to all your…
- Creating a quote with Planny Describe the job in plain language and let Planny draft a quote concept with lines and prices, based on your previous qu…
- What your customer sees for a quote Your customer views a quote without logging in, chooses options, signs and accepts via a personal link in the email.
