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- Estimation & Quote Builder
- Process
- Engagement review
Engagement review
Use delivery, billing, and cost records to judge an engagement's position.
Step by step
-
Scope engagement Engagement Manager
Engagement Manager records agreed fee, budget hours, dates, type, and client.
- Set the commercial baseline
- Updates Engagements, Clients
-
Assign delivery Engagement Manager
The manager selects team members with appropriate rates and capacity.
- Check manager ownership and member rates
- Updates Team members, Engagements
-
Review service Service Reviewer
Submitted billable lines pass the approval check before contributing approved value; Service Reviewer follows the result.
- Check approved work and failed submissions
- Updates Service entries, Review decisions, Operation receipts
-
Invoice milestone Billing Specialist
Billing Specialist checks an approved milestone and the result of the invoice operation.
- Confirm billing action or failure
- Updates Quote milestones, Operation receipts
-
Review margin Engagement Manager
Engagement Manager compares value, cost, hours, expenses, and outstanding work.
- Compare hours, costs, billing, and collection
- Updates Engagements, Time entries, Expenses, Quote milestone payments
Who does what
Roles and permissions- Engagement Manager
- Owns the commercial review.
- Service Reviewer
- Checks delivery results.
- Billing Specialist
- Explains billing and collection.
- Account Owner
- Joins when client terms or expectations need attention.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.