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- Estimation & Quote Builder
- Integrations
Integrations
Plan the accounting, payment, and document handoffs around engagement records.
- Estimation & Quote Builder
- Accounting
- Bank or payment source
- Document storage
- Identity
Systems to connect
- Accounting. Agree where the formal invoice is issued and who reconciles its number and amount with the milestone and payment record.
- Bank or payment source. Use confirmed collection from the firm’s payment source before Billing Specialist marks a payment Received.
- Document storage. Keep contract, SOW, receipt, and deliverable files in the chosen repository and link their URLs to the relevant records.
- Identity. Map people who need app access to the firm’s sign-in and access process, with separate delivery and approval duties.
How connections are governed
Give each handoff an owner, a source of truth, and a correction procedure. Test a successful invoice and a failed milestone guard before a live billing cycle. Reconcile payment status against confirmed money, and keep the original document accessible to authorized reviewers. Admin manages technical access; Engagement Manager and Billing Specialist own the business interpretation of delivery and collection.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.