Plank is a comprehensive CRM and Billing platform that empowers you to effortlessly generate and manage digital contracts. With Plank, you can streamline your entire workflow while maintaining the flexibility to customize it according to your unique needs.
Workflow
By producing a new digital contract your company will be able to setup constraints regarding products availability, credit checks, prepayments or authorizations levels.
Create a Price List
Start by easily creating a detailed price list tailored to your products or services.
Specify pricing tiers, discounts, targets and any other relevant information to ensure accurate and consistent
contract generation.
Add a Customer
Seamlessly add customer details to the platform, including their contact information and relevant data.Plank’s intuitive interface allows you to efficiently input and organize customer information, ensuring smooth contract management.
Match Contract Parties
Plank simplifies the process of matching various parties involved in a contract.Whether it’s multiple customers, suppliers, or partners, the platform efficiently handles the task of assigning and linking the relevant counterparts and orders within the contract.
Generate Contracts
Plank provides you with the flexibility to generate contracts in any desired format and template.
Whether it’s a PDF, Word document, or other formats, the platform adapts to your preferences, ensuring
compatibility with your existing processes.
Empower your business with Plank and witness a new level of productivity and convenience in handling your contracts.
Want to limit accesses to different parties?
With Plank you can let your agents access only to the compilation of the contracts, you can let your pricing responsibles access to the rates definition area and moreover. Don’t let a platform restrict you, let it empower you and grow with you.
PDF and FDF
Setting up new templates is easy since Plank works with common files like pdf and will let the web interface fill them up with a roboust integration between the UI and the signature process. The operator is accompanied in collecting Personal Data, Payment and Billing details with suggestions regarding mandatory fields, alerts on incorrectly entered data (ex. control on the IBAN) and the self-filling of fields following the choices made (ex. Zip code matched with the address).