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Advanced Feature

Team Collaboration

Work together seamlessly. Invite team members, assign roles, share projects, and collaborate on estimations in real-time.

5K+
Teams Active
4
Role Types
100%
Real-Time
3x
Team Productivity

Overview

PlanEsti's Team Collaboration features let you work with your entire team on a shared platform. Invite estimators, project managers, engineers, and stakeholders to your workspace. Assign role-based permissions to control who can view, edit, or approve calculations. Activity tracking keeps everyone informed of changes, while team dashboards provide visibility into workloads and productivity.

Capabilities

Key Features

Everything you need for effective team collaboration.

Team Invitations

Invite unlimited team members via email with customizable welcome messages.

Role-Based Access

Assign roles — Admin, Estimator, Reviewer, Viewer — with granular permissions.

Project Sharing

Share specific projects with selected team members or the entire team.

Activity Notifications

Real-time notifications when team members make changes or complete tasks.

Revision History

Track all changes with who modified what and when — complete audit trail.

Team Dashboard

Overview of team workload, active projects, and productivity metrics.

Benefits

Why Team Collaboration?

Real advantages that transform your workflow.

Faster Project Delivery

Multiple team members working simultaneously means faster estimation and project completion.

Controlled Access

Role-based permissions ensure sensitive data is only accessible to authorized team members.

Real-Time Sync

Changes reflect instantly for all team members — no version conflicts or outdated data.

Accountability

Complete audit trail shows who did what, ensuring accountability and quality control.

Ready to Streamline Your Workflow?

Get started today and experience the power of integrated team collaboration — completely free.

JD

John D. from New York

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