A quote shouldn't take an evening. PlanBrix prices it from your rate card, sends it with a link the client can accept, follows up if they go quiet, and turns the yes into a project.
Quote Q-0012
Valid until 30 AprFor
Lanka Foods
Total$930
Pick the deliverables and PlanBrix fills in your prices from your rate card. Add a discount, split the payment into parts, done.
Your client opens the quote and taps Accept, or Not right now. You get an email either way, so you always know where a deal stands.
No answer yet? PlanBrix sends a friendly follow-up a few days later, and one more if needed, then stops.
An accepted quote becomes a project with all its items, and the project becomes an invoice when the work is done.
Yes. They open the link and tap Accept. No sign-up for your clients.
Quote follow-ups are part of Pro and up.
Yes. Send it on WhatsApp with the accept link already in the message, or email it from PlanBrix.
Projects, invoices, payments and reminders in one place. PlanBrix has a free plan, no card needed.
