Plannio
PlannioStudio OS
HomeFeaturesBOQ Builder, Send to Client & Revision History (v1, v2, v3)
Smart BOQ Builder & Revision Engine

Build Precision BOQs. Send to Client. Track Revisions (v1, v2, v3) to 1-Click Digital Approval.

Stop losing thousands of rupees to messy Excel spreadsheets and untracked WhatsApp revisions. Build room-by-room BOQs, share interactive mobile proposals with 1 tap, log client revision requests across versions (v1 → v2 → v3), and lock in verified digital approvals.

Setup takes 5 minutes • 1 Free Forever Pilot • No credit card required

Palm Grove Penthouse — Quotation & Revision Studio
Version History:
Aug 26, 2026 • 04:32 PM
● Client Approved & Scope Locked
Signed Off: Digitally Approved by Rohit Sharma (Homeowner)
Prepared by: Priya Menon (Lead Architect)
Item & SpecificationsDimensions / UnitDirect Cost (₹)Client Rate (₹)Client Total (₹)Gross Margin
Full Height 8-Shutter Wardrobe (Marine Ply + 1.5mm Acrylic)Upgraded Finish84 Rft₹1,14,000₹2,100₹1,76,40035.4%
King Size Hydraulic Storage Bed (Cushioned Headboard)1 Unit₹38,000₹62,000₹62,00038.7%
Fluted Charcoal Paneling & Warm LED ProfileUpgraded Finish120 SqFt₹32,000₹450₹54,00040.7%
Subtotal (Excl. GST)
₹21,18,644
18% GST (SAC 998391)
₹3,81,356
Protected Studio Margin
38.8% Average
Total Client Proposal
₹25,00,000

Built Specifically for the Reality of Indian Interior Projects

In real-world interior design, no client approves version 1 as-is. Plannio turns the messy revision cycle into your studio's strongest operational advantage.

1-Tap Send to Client

Generate clean, mobile-first proposal web links. Send directly on WhatsApp or Email with live client read tracking. No 50MB PDF attachments.

Client Requested Revision

Clients tag specific room items for changes. Your team gets notified instantly and can clone v1 into v2 without starting from scratch.

Full v1, v2, v3 Audit Trail

Every quotation version is permanently archived. Compare scope changes, cost deltas, and timestamped edits side-by-side with zero ambiguity.

1-Click Client Approval

Homeowner approves with digital signature on their phone. Automatically locks scope and unrolls vendor POs & milestone invoices.

The Plannio Revision & Sign-off Flow

How interior studios eliminate quotation disputes and lock in approved scopes in 4 clear steps

1

Draft v1.0 Proposal with Margin Protection

Studio Internal

Build room BOQs (Master Suite, Kitchen, Living) with Rft/SqFt rates. Margin Guard ensures your true vendor procurement cost yields a minimum 35%+ gross profit before sending.

2

Send to Client via WhatsApp or Secure Link

Sent • Status: Sent

The homeowner receives a branded interactive proposal link. They can browse room elevations, 3D renderings, and specifications on their smartphone.

3

Client Requests Scope Revisions (v1 → v2 → v3)

Status: Revision Requested

Client requests additions (e.g. kitchen island, hydraulic bed, acrylic shutters). Plannio archives v1 untouched and generates v2/v3 revisions with highlighted price adjustments.

4

1-Click Client Approval & PO Unroll

Status: Approved & Locked

Homeowner taps “Approve Quotation”. A legally timestamped sign-off locks the scope, instantly generating supplier Purchase Orders and Milestone Payment receipts.

Spreadsheets vs Plannio Revision Engine

When 4 different versions of an Excel file are sent across WhatsApp, nobody knows which price, finish, or scope was officially approved.

The Excel & WhatsApp Revision Trap
  • •File Name Chaos: “Quote_Final_Rev2_Modified_v3.xlsx” leads to wrong materials ordered at site.
  • •Unrecorded Verbal Changes: Homeowner texts “change master bedroom to acrylic” and later disputes the price difference.
  • •Accidental Margin Erosion: Modifying line items in Excel without live margin checks results in underquotes.
  • •Manual PO Typing: Re-entering approved items into vendor purchase orders causes mismatch errors.
The Plannio Precision Lifecycle
  • Permanent Version History: v1, v2, v3 logs preserved forever with exact line item comparison.
  • 1-Click Client Digital Sign-off: Timestamped acceptance legally locks the project scope.
  • Real-Time Margin Guard: Protects your 35%+ gross profit margin across every revision.
  • Automated PO & Milestone Billing: Converts approved items into supplier POs and stage payments automatically.

Frequently Asked Questions

Everything you need to know about Plannio's BOQ Builder & Revision Engine

How does Plannio maintain multiple quotation revisions (v1, v2, v3)?

Every time client feedback requires adding items, adjusting dimensions, or swapping finish materials (e.g., Laminate to Acrylic), Plannio creates a dedicated immutable revision (v1, v2, v3). All prior records, prices, and line items remain permanently accessible with an exact comparison diff.

How does the 'Send to Client' feature work?

With 1 tap, generate a private, mobile-optimized proposal link that can be shared via WhatsApp or email. Clients don't need to log in to view the interactive room-by-room quote, 3D renderings, and specifications on their phones.

What happens when a client requests revisions on specific items?

Instead of messy voice notes or untracked WhatsApp messages, clients can submit revision notes directly in the portal or your designer can log client feedback. The quote status updates to 'Revision Requested', allowing you to clone the scope into a new version (e.g. v2 -> v3) in 1 click.

How does 1-Click Client Approval protect against scope creep?

When the client clicks 'Approve Quotation', Plannio records an immutable, timestamped digital sign-off. The approved version is permanently locked, ensuring that any subsequent extras are billed as official Change Orders rather than disputed freebies.

Does client approval automatically trigger vendor Purchase Orders and Invoices?

Yes! The moment v3 is approved by the client, Plannio automatically decomposes line items into supplier Purchase Orders (timber, hardware, quartz) and generates the Milestone Invoicing schedule (10% Advance, 40% Factory, etc.).

How does the Gross Margin Guard protect studio profits during revisions?

Throughout every version change, Plannio recalculates your true vendor procurement cost against client selling price in real-time, warning you immediately if additions or discounts drag margins below your studio target (e.g. 35%).

Start Building Professional BOQs with Version Tracking

Eliminate quotation chaos, maintain crystal clear v1/v2/v3 records, and protect studio profits from Day 1. Start your first pilot project for free.