Based on contractual agreements between you as a service provider and your customer, the customer can require a revenue estimation or a customer quotation for (additional) services to be executed by you. For example, if the costs for the work exceed a certain threshold, the customer requires a revenue estimation and/or a customer quotation that they have to approve first before you can actually execute the work.

In this case, the customer knows what to expect and if costs are too high, they still can decide to cancel the order. As a service provider you can agree with your customer to provide procuration costs before starting the actual work on orders.

When an order is added or updated and a matching contract line is found, Planon checks if a customer quotation or revenue estimation is required. This is determined by the Procuration type setting in the general terms. You can choose between:

If you select Revenue estimation or Quotation, the related order is automatically moved to another status: Estimation required / Quotation required (see Configuring a procuration procedure).

This way, the back-office is informed that revenue estimations and/or customer quotations are required before executing the work. After manually creating the estimations and/or quotations (usually by the contract manager), the quotations can be viewed, edited or approved/rejected by the customer via the customer portal.