Sales quote software that makes customers say YES!
Why wait for the final showdown when you can make every proposal tempting and irresistible with PlanIT? Our sales quote software is designed precisely to deliver speed, clarity, and confidence with no question in mind. Price intelligently, expedite quote building, and cut out guesswork to make customers agree in seconds. Let’s turn every opportunity into a spectacular momentum and every quote into a deal-closing experience!
Effortless sales quotes. Faster sales momentum.
The moment your proposals gain speed, clarity, and accuracy, your pipelines start flowing smoothly, with no fuss and complain. PlanIT— an ingenious quote management software— will populate every estimate with live inventory visibility and updated customer details. The result? No more guesswork, data re-entry, or second-guessing prices.
Turn quotes into orders— Instantly
Manual quote conversion into a sales order is never a time-saver. So, what’s the solution? We bring to you PlanIT— a quote management tool that transforms agreed estimates into active orders in one click, while ensuring no duplicate entry or manual intervention. Whether you want to lower the mistake volume or make your sales team satisfied, we have got it covered!
Close, reuse, and win faster
Frequent similar jobs? Repeat customers? No more hassles as PlanIT lets you clone previous sales quotes in seconds, update what’s changed, and send it to the desired location. Speed, efficiency, and perfection— that’s what your business gets with our quote management software. The quicker you quote, the faster your customers will nod their heads in approval.
Never lose control of your open quotes
Gain transparency into what’s pending in the queue, what’s near the expiry date, and what requires further follow up— without digging straight into the heaps of paperwork or scrolling through hundreds of emails. Our PlanIT dashboard displays all open quotes along with the sales rep accountable for each, allowing you to chase the right deal at the right time.
Quote management software that makes costs crystal clear
Hand over information control to your customers and empower them to make data-backed decisions that would close doors for future regrets instantly.
Crystal clear discount portrayal
Our sales quote software automatically applies rebates and discounts that customers are eligible for while generating the estimates. Trying to fulfill a bulk order or make a specific sale? PlanIT gives you the flexibility to apply newly loaded discounts across the whole quote or on specific products.
Bespoke templates personalizing every experience
Worried about customers losing interest due to the same, boring quotes? Stress no more as PlanIT brings to you a collection of bespoke templates, which can be further customized to meet your customers’ preferences. Leverage our Document Designer to create stunning displays for your proposals and drive engagement rate higher.
No errors. No doubts. Just accurate sales quotes.
It’s time to base our proposals on facts and numbers, not mere assumptions that are likely to be misaligned. Our sales quote software ensures both purchase and inventory records remain aligned and accurate across all systems, thereby delegating an affirmative, knock-on effect like never before.
Reporting tool that redefines precision
PlanIT brings to you a remarkable reporting tool that can be further leveraged to monitor and analyze sales performance across all channels seamlessly and with no errors. Whether you want to know what’s not doing well or get insights about the demand surges like to occur in the next quarter, we ensure your sales team can go through every quote easily, but not manually.
Stock-smart sales quotes that close faster
Planning to drive order volume straight through the roof by leveraging accurate but irresistible proposals? Our sales quote software is reinforced with an ingenious Quote-to-Order workflow, which powers every estimate with live inventory insights. Now design a snippet of what you can deliver— at the right price and right moment. No more missed communication, outdated stock lists, or customer disappointment.
Live inventory intelligence for every quote
PlanIT offers a unified, intelligent system that connects CRM, inventory, and sales data to let you know what’s actually transpiring in your business. The result? Expedited estimation, fewer back-and-forths, strengthened trust, and a smoother buying journey for your customers.
