When it's time to prepare a contract, teams often spend way too much time on repetitive manual work. This can include everything from opening an old file, copying customer details, and updating terms to checking dates, document…
No matter what type of business you run, dealing with documents is unavoidable. Of course, those documents come in all shapes and sizes, which can make them hard to…
One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning…
A 1.5-minute video and steps: automate commercial proposals in Planfix, number deals automatically on a Kanban board and generate documents in one click.
A 2-minute video and steps to automate project management in Planfix: project document folders, planned vs actual reports, and project templates.
A 2-minute video and steps: attach files to a task in Planfix by drag and drop, the paperclip icon or the Documents tab, and update them as new versions.
A 3-minute video and steps on how to organize project tasks in Planfix: roles, subprojects, project documents, reports and reusable project templates.
Throughout May, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay…
How to collect documents from clients in Planfix: a recurring task emails the request, and files from email or the client dashboard land in one task.
What makes a business truly successful? It’s not just a strong strategy, solid funding, or a talented team, but how well all these elements work together. After all, you…
Track invoices from issue to payment in Planfix with a ready-made solution: invoice statuses, an invoice Kanban board, templates and billing reports.
1-minute video and steps: open the recycle bin in Planfix, restore a deleted task with all its comments, and see what only an admin can delete.
A 1.5-minute video and steps: create a document template in Planfix, add variables for customer data and set numbering, naming and file format.
One of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time…
The Planfix team is committed to offering convenient services to our customers, many of whom are entrepreneurs passionate about what they do. Given the importance of…
Automated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really…
In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically.