Quotations
A quotation is a draft sale order — what you propose to a customer before they confirm. Quotations carry a price, line items, and terms; once the customer signs, you confirm and it becomes a sale order.
Creating a quotation
Sales → Quotations → Create.
| Field | What |
|---|---|
| Customer | Pick or create |
| Quotation date | Defaults to today |
| Expiration | Date after which the quoted price is no longer valid |
| Payment terms | From the customer, overridable |
| Order lines | Products + quantities + prices |
| Notes | Free text shown to the customer |
For each line:
| Column | What |
|---|---|
| Product | Auto-fills the price from the product / price list |
| Description | Free text or product name |
| Quantity | Default 1 |
| Unit price | Editable per quote |
| Taxes | Auto-applied |
Sending to the customer
Action menu → Send by email → uses the quotation email template:
- The PDF is attached
- A portal link lets the customer view, accept, sign, and pay online
- The chatter logs the send
Customer interactions
If the customer accepts via the portal:
- Quotation moves to Sent → Confirmed automatically
- The sale order is created
- You receive a notification
If they request changes, they can comment in the portal; the comments appear in the chatter. Edit the quotation and resend.
Confirming manually
If the customer accepts offline (call, email):
Quotation → Confirm → the quotation becomes a sale order.
Approval workflows
For large deals, PLANA can require manager approval before confirming:
Settings → Sales → Quotation approval → set a threshold (e.g.
BGN 10,000 requires Sales Lead approval).
Quotes above the threshold show Send for approval instead of Confirm; the approver gets an activity in their queue.
Templates
For recurring quotation patterns (a standard "consulting hour" package, or a starter SKU bundle), save the quote as a template:
Sales → Configuration → Quotation templates → Create from current.
Future quotations can start from the template and customise from there.
Validity
The Expiration date sets a "valid until" on the quote. After expiration, confirming requires re-quoting (or override with an approval).
Customer portal
The customer-facing portal at https://<your-workspace>.planapulse.app/my/quotes/<token> shows:
- The quote PDF
- Accept / Reject buttons
- Signature pad (legally binding e-signature)
- Online pay button (if Stripe / Mollie payment is enabled)
- Comments back to your team
The portal is mobile-friendly.
Where to read more
- Customers — the contact behind a quote
- Orders — the confirmed quotation
- Price lists — automating per-customer pricing
- Customer invoicing — generating the invoice from the order