G2

Karl J.

Sr Inside Sales Rep

Small-Business (50 or fewer emp.)

5/10/2021

"Convenient Way To Send Out and Manage Invoices"

4.5/5

What do you like best about InvoicePlane?

I love that invoice plane allows you to send out invoices and quote clients instantly with their simple platform. You can quote them using old invoices you have sent out in the past for them to read and sign off on. You can also see exactly when they opened an invoice, and when they pay it making. This allows you to follow up on a client after a sale completes. Review collected by and hosted on G2.com.

What do you dislike about InvoicePlane?

Sometimes InvoicePlane doesn't correctly sync up with our CRM, and it gets frustrating Review collected by and hosted on G2.com.

Recommendations to others considering InvoicePlane:

If you need an easy way to send out invoices & quotes, I highly recommend InvoicePlane it comes with a plethora of features that will make your sales flow smoother! Review collected by and hosted on G2.com.

What problems is InvoicePlane solving and how is that benefiting you?

With InvoicePlane, we're able to quote our prospects with proper pricing and get an invoice sent out the same day for a client to sign off on and pay. It makes our sales flow way smoother when transactions are done online rather than in person as we can free up time for selling rather than in-person meetings Review collected by and hosted on G2.com.