Details that surprise you

PlanQ details

Details that surprise you

Small everyday moments save more time than big features. All of these are already in PlanQ.

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Clients

Tasks

Docs & meetings

Files

Billing & attendance

How to

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Details are best felt by using them

Try every feature free for 14 days.

We took care of the small everyday moments.

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Tell ChatGPT, and the task appears in PlanQ

Ask «my tasks this week» or «save this call as a consultation» in chat. Due-date changes and completion ask once more; deleting, sending and billing are never possible.

Paid ChatGPT or Claude plan

A reply draft in one click, in the sender's language

It draws on the recent thread and your FAQ. Refine it with requests like «shorter» — your own edits are never overwritten.

When a question comes up in a meeting, the answer is already being prepared

Alongside live transcription and translation, it picks evidence from your Q&A and documents to prepare an answer.

Monthly minutes limit

AI time estimates follow your team's own history

The same task title gets a different estimate in each team.

Clients join with a single link — no sign-up

Chat, signing, invoice payment and booking all work from a link. No need to ask clients to install anything.

Clients pick a consultation slot themselves

Only your open hours show. Once confirmed, a calendar file and a video-call link are sent.

Client desk setup · Video calls need the owner's Google account

Promotional mail stays out of your consultations

Real inquiries are picked by «did we reply? is it a personal address?», not keywords. Anything missed is one right-click away.

Mail, chat and meeting notes gather on one client

The consultation history builds up in one place instead of scattering.

Chat is translated into two languages as you send

Talk with overseas clients, each in their own language.

Turn on per chat room

Your task list floats above Excel while you work

Keep it on top of other apps and start or stop tasks right there.

Desktop Chrome or Edge

Approval doesn't close the task until the owner confirms

The owner sees the approval and wraps up — nothing slips through.

Only the requester edits the brief; only the owner edits the result

No one overwrites by rank, so every change has an owner.

Time worked adds itself up

Time spent «in progress» is collected into actual hours.

Copies bring the content, not the signatures or share links

A copy never passes for the original.

Document outlines build themselves and never go stale

Edit a heading and the outline updates instantly.

Pin your go-to documents as project tabs

Open the project and the document is right there.

Pinned per person

There is no save button

Everything saves as you type — even the last keystroke when you leave the screen.

Half-written comments don't disappear

Close the task and come back — your words are still there.

Same browser

Roll back from the history any time

Edit freely, even without a save button.

Edit while a share link is open, and the viewer sees it too

Clients never keep reading an outdated version.

Meeting notes are truly yours

Only the scope you open is visible — not even the owner can look.

Define your own fields in the info library

Ten field types including number, date, choice and checkbox. Secret fields stay masked and out of search and AI.

Bring in Google Drive files straight from the attach window

Once imported they become PlanQ files anyone on the team can open.

Personal Google account

One trash for everything

Restore files, documents and info from one place.

Retention depends on plan

The same file is stored only once

Upload it again and again — storage is used once.

Take your files with you as a zip

Download your files, documents and meeting notes in one go.

Place a signature field and the signature lands right there

The text is frozen when you request, and the signed PDF comes with a certificate.

One invoice link for payment notice, card payment and tax invoices

Everything the client needs to do is on a single link.

Card payment needs your Stripe account

Bill in installments — deposit, interim, balance

Track payment and receipts per installment.

Starting a task clocks you in

Colleagues see only «working»; times are visible to you and admins.

See profit per hour by project and client

Actual hours and rates show where you gain and where you leak.

Member rates required

The to-check count equals the menu badges

Nothing is counted twice, so you can trust the numbers.