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- Estimation & Quote Builder
- Who it's for
- Creative services
Creative services
A design or creative services team may deliver work in phases with a named owner and a clear acceptance point. The engagement holds the client, dates, agreed fee, and budget hours. Service lines show delivered effort; milestones show the deliverable that triggers billing. Files can be linked to the work so the reviewer has a shared reference when deciding whether a phase is ready.
How Estimation & Quote Builder is set up for you
Design phase
Engagement Manager sets a Milestone engagement and records a design deliverable with its owner, due date, and amount. Consultant logs service work against the same engagement.
Review point
Submission checks billable hours and engagement; Service Reviewer inspects the result. Milestone Approver checks the submitted deliverable before Billing Specialist invokes the invoice operation.
Collection follow-up
Billing Specialist records the invoice number and due date, then follows Overdue or Disputed payment status until collection is recorded.
A design or creative services team may deliver work in phases with a named owner and a clear acceptance point. The engagement holds the client, dates, agreed fee, and budget hours. Service lines show delivered effort; milestones show the deliverable that triggers billing. Files can be linked to the work so the reviewer has a shared reference when deciding whether a phase is ready.
Pilot one client project with a single deliverable phase and a small team. Agree who owns the client relationship, who accepts the deliverable, and who records payment after confirmation. Include one rejected service line and one failed milestone invoice guard in rehearsal so the team knows how to correct a case. Use Engagement Margin Desk to compare the delivered and billed position before changing scope or assigning extra work. Keep the deliverable summary and attachment linked to the same milestone so Billing Specialist can find the accepted work when reconciling the invoice number.
Features to start with
Clients and engagements
Keep client ownership, agreed work, budgets, and delivery dates together.
Time and expenses
Keep logged effort and engagement expenses tied to the people and client work they support.
Team rates and capacity
Maintain team bill and cost rates and available capacity for delivery work.
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.