PrintPLANR Print Broker System changed the way we manage the print business for our clients. With their price comparison and price saving per job for our clients, we can generate more business with this software. Thank you, team PrintPLANR!
-- Our client from South Africa
Quick Look at the features of Print Manager Software
CRM
RFQ
Quote
Job
Purchase
Stock
Warehouse
Invoice
Store
And more…
A Software Designed for the way your business works.
Whether you cater to customized print jobs or you have a fixed job requirement, our software caters to both aspects of the print manager business. A software is so automated that if you create a b2b store for your clients, it can accept the order, create PO and send it to your supplier without requiring a single manual intervention.
Let us explore the features of Print Manager Software now:
Dashboard
Built on the concept of business intelligence, the dashboard gives you a quick snapshot of how everything is working in your business.
Create different dashboards for your staff and give them quick access to their data or items that requires their attention
CRM
Customer Relationship Management or CRM modules takes care of all your master records including clients, contacts, vendors/suppliers, and your prospects.
The system also allows you to create a forecast of sales for your team and measure how close/far they are from their targets.
Do you have a website and want to link your contact/quote form with PrintPLANR? If yes, we have the APIs that do it seamlessly!
RFQ to your Suppliers
CRFQ Module allows you to create a Request for Quote form & invite all or a few suppliers to review and quote their best offer.
The system also allows you to create a forecast of sales for your team and measure how close/far they are from their targets.
Do you know this feature lets you share “Saving per Quote” or “Annual Savings for your customer” – Want to explore, click here
Quote Manager & Quote Board
Create a quote from a Price list or RFQ or a simple, quick quote with simplistic pricing; our quote manager takes care of all.
If your print requirement requires various processes, which are handled by many vendors – in-house or external, then fret not! Our Quoting tool allows you to add them as separate line items or additional sub-items within the main items.
If your print requirement requires various processes, which are handled by many vendors – in-house or external, then fret not! Our Quoting tool allows you to add them as separate line items or additional sub-items within the main items.
Send the quote in your branded quote template, track the emails, follow up & close the deal asap! All are easy to use and set up!
Quote Board gives a kanboard-style view to quickly view all your OPEN QUOTES & take quick action, thus saving your Salesperson hours of work!
Job Manager, Electronic Job Card
Manage all your jobs and see how they progress from the confirmation to various stages including the job statuses with suppliers.
Electronic Job Cards create a detailed spec for your vendor team to process the job as per the client’s requirement.
Want to have a kanboard style job view to easily manage all your clients’ jobs including outsourced jobs? Use our Job Board to manage, send status emails, and change status of the jobs in seconds.
Job Management was never so easy!
Purchase Order for Outsourced Job or Processes
Create an automated Purchase Order or from within the Job, the system allows you to create, share, track, receive an invoice and process your clients’ request through its flexible PO Module.
Our PO also allows you to create multiple Purchase Orders for the same job based on various processes like print, finishing, and dispatch, and all can be managed & tracked easily.
If you purchase & stock on behalf of your customer then the PO module links with the warehouse to store & replenish the stock based on the warehouse info you select.
Warehouse/Stock
Do you warehouse stock for your clients or on behalf of your clients? If yes, our warehouse module keeps a track of stock, allocation, replenish, dispatch, backorders, any adjustments and stock reconciliation for better management of Stocked Products.
Warehouse Reporting module lets you share the stock report with your customer to give them a better idea of the stock value, spent and usage.
Invoicing & Links to Accounting Software
Generate a proforma invoice, a part invoice or a full invoice, the system allows you to generate, email, track & export Invoice Information to popular accounting software like QuickBooks Desktop, QuickBooks Online, XERO, Sage and others.
The system also allows you to create an Invoice Due date based on your terms with the customers, send follow-up emails, allows to record payment manually or when paid in your accounting software.
Do you want to send a payment link to accept payment online? We integrate with all major payment gateways to receive online payments.
Are you using different accounting software? If yes, we have APIs and other means of exporting & importing data. Get in touch.
Reporting
PrintPLANR Print Broker Software offers one of the best reporting engine with both its fixed and customized reports.
Our software provides reports for all its modules including CRM, Quotes, Jobs, PO, Stock-Products, Invoices to give you a complete list of information you need for both internal and external needs.
Do you want to create and share reports with your customer? If yes, our system allows you to do that with ease.
Web2print – B2B Store
How about creating a B2B store to allow your customer to replenish or order or request a quote?
If yes, then go for PrintPLANR – B2B Store and create a customized store for your customer.
Click here to read more about B2B Store & get your business more automated and customer-friendly.
Here are some other features of Print Broker software you should not miss!
Artwork Approval –
PrintPLANR Print Broker software believes in having everything within the system and hence have created an artwork approval process, where you can involve your designer (internal or external), project managers, other specialists, and customers and have the artwork shared & approved with all notes, comments & changes in one place!
Did we miss any feature here?
Request a demo and we are sure its right there where you need one
PrintPLANR Print Broker Client Testimony
WHY TRUST WHAT WE SAY! READ WHAT OUR CLIENTS' HAVE TO SAY.
We are a print broker in the UK and have always been focussed on systems and best practice so that we can offer our client’s a great service. Printplanr is the most streamlined and “broker” focussed MIS we have used. The system has enabled us to offer our clients a more comprehensive service including online stock management whilst enabling us to save time on order processing. Vic and his team are very responsive, there is quite a time difference between the UK and India but their flexibility has ensured that this is not an issue. We are looking forward to working together over the coming years and continue improving what is already a very user-friendly system.
Well done, PrintPlanr team!
Andrew Perry