Project Documents

Project documents store active agreements, invoices, and other documents related to your projects. Files can be gathered in various ways and are stored in one location.

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Convenience Planfix CRM and Project Management System


Group documents into folders to separate them by project and keep things orderly. Add documents by email or API, or create them directly in the Planfix interface.

Features Planfix CRM and Project Management System


Work with project documents in one place: add, view, edit, store, and download them. View document version history, dates changes were made, and the employees who made changes. Set up access to project documents, specifying which employees can view or edit documents.

Create new documents in projects using your preferred method, work on them, and share them with colleagues, making collaborative work more efficient.
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