Plenty of web-based project management applications provide small businesses with tools for generating digital estimates and proposals. What makes Planscope different from its competitors comes down to who’s doing the work. Planscope provides its business users with a way to create “collaborative estimates” that can be generated together with potential clients.
Stop investing hours of your time crafting the perfect project proposals, only to have those proposals rejected when they make their way to your clients’ desks. When you use Planscope, you can add the specific requirements of whatever it is you’re building, select the billing method (like billing hourly or by task) and send the collaborative proposal to your client for immediate review. Rather than just accepting or rejecting the proposal, your client has the option to adjust the scope of the work until the proposal meets his or her expectations.
Clients can stay involved in the projects you’re working on even once they’ve accepted your bid. With Planscope, you can solicit feedback and request approval before moving from one stage to the next. Planscope automatically tracks the time you spend working on each task for a particular client and syncs that information with your invoicing system. The application can even be set up to send daily client emails with summaries of everything you’ve been working on for the individual client. These emails include the latest tasks that have been completed, the amount of the client’s budget that has been used, and any specific milestones that need to be approved before a project can move forward.
What we liked:
What we didn’t like: