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- Estimation & Quote Builder
- Who it's for
- Consulting firms
Consulting firms
Consulting teams need to see whether client work is within its agreed fee and hours budget while delivery continues. Clients and engagements provide that baseline. Team members carry bill and cost rates, and service lines connect actual work to the engagement. A practice lead can review delivered amount and cost without waiting for a billing spreadsheet to be reconciled.
How Estimation & Quote Builder is set up for you
Advisory assignment
An Engagement Manager opens a Fixed Fee engagement for an Active client, records its dates, agreed fee, and hours budget, and chooses a Senior Consultant for the work. Submitted service lines pass the approval check before joining approved value; Service Reviewer follows the result.
Milestone delivery
A deliverable owner records the due date and amount. Milestone Approver checks the submitted work; Billing Specialist runs the invoice operation and verifies its receipt before following payment.
Portfolio review
Account Owner follows several engagements for one client, while Engagement Manager uses the margin desk to compare delivered, billed, and budget positions.
Consulting teams need to see whether client work is within its agreed fee and hours budget while delivery continues. Clients and engagements provide that baseline. Team members carry bill and cost rates, and service lines connect actual work to the engagement. A practice lead can review delivered amount and cost without waiting for a billing spreadsheet to be reconciled.
Begin with one practice group, one client, and a live engagement. Enter current team rates and capacity, then work through a service entry, a time entry, an expense, and a milestone. Check the approval and operation results before adding more clients. Decide how the firm will reconcile formal invoices and bank collections with the payment record. Keep the client owner and delivery manager distinct when that matches the firm's working model. Review a failed service submission with the Consultant before relying on the approved total in a client meeting.
Features to start with
Team rates and capacity
Maintain team bill and cost rates and available capacity for delivery work.
Time and expenses
Keep logged effort and engagement expenses tied to the people and client work they support.
Clients and engagements
Keep client ownership, agreed work, budgets, and delivery dates together.
Roles on the team
- Account Owner
- Maintains client ownership and follows associated engagements.
- Engagement Manager
- Owns scope, delivery dates, and the engagement's working records.
- Consultant
- Records delivered work, time, expenses, and supporting files.
- Service Reviewer
- Checks approved and failed service submissions against the engagement.
- Milestone Approver
- Reviews submitted deliverables before billing.
- Billing Specialist
- Handles milestone invoices, payment records, and billing exceptions.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.