Pricing

To create your first invoice or quote, you'll need to sign up for the platform and create a company. Once your company is set up, you'll be able to generate invoices and quotes directly from the dashboard. If this is your first time using the platform, the system will guide you through the necessary steps: 1. Register as a single user or team user. 2. Set up your company details, including address and tax information. 3. Once your company is created, navigate to the Invoices or Quotes section to generate your documents. If your company details are incomplete, you will be prompted to update them before creating your invoices or quotes.

Yes! If you register as a team user, you can manage multiple teams within your account. Each team has its own environment, allowing you to manage projects, invoices, and team members independently for each team. You can also switch between teams effortlessly from the dashboard. Each team can have its own manager, and you can invite team members to collaborate and assign roles based on the team’s needs.

As a team manager, you can invite external team members or clients to your team by following these steps: 1. Navigate to the Team Management section from your dashboard. 2. Click on the Invite Users button. 3. Enter the email address of the person you want to invite. 4. Select the appropriate role (e.g., member, manager) for the invited user. 5. Send the invitation. Once the invited user accepts the invitation, they will have access to the relevant team and its associated data, such as projects and invoices.

We offer flexible payment options to suit your needs, including monthly and annual subscription plans. Payments can be made using popular payment gateways like Stripe or PayPal. We also offer a free trial so you can test out the platform before committing to a subscription. To start using premium features such as team collaboration, invoicing, and advanced reporting, you can subscribe to one of our plans directly from your account dashboard.

With PlanSmooth, managing projects becomes much easier thanks to the integration of both Kanban and Scrum methodologies. These popular project management frameworks help you keep track of tasks, set priorities, and collaborate with your team more effectively. - Kanban: The Kanban board helps you visualize the workflow of your tasks. You can easily create different columns such as "To Do", "In Progress", and "Done", and move tasks through these stages as they are completed. This method is perfect for managing continuous workflows and seeing the overall progress of the project at a glance. - Scrum: If you're following the Scrum methodology, you can use Sprints to organize tasks into time-boxed iterations. Create a Sprint to manage a set of tasks and assign them to specific team members. You can also use Story Points and Fibonacci Estimations to prioritize and estimate the effort required for each task. ### Key Features: 1. Drag-and-Drop Kanban Board: Easily move tasks across columns to track their progress. 2. Sprint Planning: Create and manage Sprints, assign tasks to specific time periods, and track progress through the Scrum framework. 3. Task Prioritization: Set priority levels for each task and estimate the effort using Story Points or Fibonacci scale. 4. Collaboration: Assign tasks to team members, leave comments, and set due dates to ensure clear communication. With this setup, you can manage your project workflows with flexibility and transparency, making it easy to adapt and meet deadlines while collaborating with your team.