Glossary of Terms

Client review - Enables the client to review documents and provide feedback before the final files are delivered and the projects is closed.

Quick actions - Button situated in the top right corner that enables you 3 actions:

• Run a global search
• Send message to your AM or PM
• Request a new project or quote

Quote status:

• Requested -- when a client submits a request for a quote, but the quote has not yet been created or processed by the Project Manager.
• Pending -- the quote has been created and is awaiting further action. This could mean it's being reviewed internally or is waiting to be sent to the client
• Sent -- the quote has been sent to the client for review. At this stage, the client can either accept or reject the quote.
• Accepted -- the client has approved the quote, and the project can now proceed.
• Rejected -- the client has declined the quote. No further action will be taken on this quote unless it's revised and resubmitted

Project status:

• Open -- the project is active and in progress.
• Closed -- the project has been completed and delivered to the client.
• Cancelled -- the project was terminated before completion due to the client's request.
• Complaint -- when an issue has been raised by the client and the project is under investigation by Avantpage.
• Under Review -- the project is currently being reviewed by the client.

Templates - Contain frequently used information that can be applied to similar quotes or projects in the future to speed up the submission.