PLANFIX FEATURES

Documents

Automatically create documents based on templates and work with your team on them, granting employees access as needed. Document versioning helps you track history and changes.

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Adding files

Add any files you need to Planfix so you can quickly share them with colleagues or clients.

Versioning

Download and edit any version of a document at any time, as needed.

Versioning Planfix CRM and Project Management System

Drag-n-drop

Add files to Planfix using simple drag and drop — no extra mouse clicks needed.

Drag-n-drop Planfix CRM and Project Management System

Collaborative editing

Set permissions for employees to enable them to view, edit, or delete files.

Documents by project

Quickly access all of a project's documents by selecting this section in the filter panel.

Viewing files

View files directly in Planfix simply by clicking on them.

Viewing files Planfix CRM and Project Management System

Documents by task

View all documents added to a task in one window in the additional panel on the right.

Contact documents

For easy cataloging, documents attached to contacts are grouped into named folders.

Documents from directories

Create job descriptions based on directories and attach the necessary documents to them.

Document database

All documents added to the system are structured and stored in one place.

Document database Planfix CRM and Project Management System

Document sorting

Sort documents by date added, creator, or title to quickly find what you need.

Cloud storage usage

Monitor the amount of free space in your cloud storage when adding new documents to Planfix.

External storage

Add links to documents stored in cloud systems.

External storage Planfix CRM and Project Management System

Document templates

Automatically generate documents using variables from various Planfix objects.

Document templates Planfix CRM and Project Management System

Favorite documents

Add important documents to your favorites so you always have easy access to them.

Document recycle bin

When documents are deleted, they're sent to the recycle bin. Deleted documents can be restored as needed.

Planfix access
Tasks
Gantt chart
Comments
Planners
Contacts
Data tags
Reports
Workspaces
Interface
Chronicle
Reminders
Notifications
Company
Documents
Directories
Favorites
Email
Telephony
Processes and scripts
Automation
Configurations
Administration
Planfix integrations
APIs
Frequently asked questions
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks

Use all of Planfix's features for 30 days, completely free of charge

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