<commit_before>---
layout: markdown_page
title: "Account Management"
---

## Touching base with standard subscribers

## Preparing renewal

## What is an order?

1. A Purchase Order (PO) issued by the company

1. A signed quote (the quote that we send)

1. An e-mail agreement (“we accept the quote/subscription/etc”) or any other written statement

## Development work management

Do NOT invoice before feature/work is completed.

* Feature is requested by customer

* Sales creates issue in issue tracker that links to the email (tags: company name, feature, estimate) and, if needed, mentions in agenda. Issue is assigned to sales milestone 

* Dev makes estimate/gives feedback

1. Estimate: between x and y hours (if it takes much time to do an estimate and we doubt if the customer will order)

1. Quote: x number of hours (in all other cases)

* Sales communicates estimate to customer

* Repeat 3 and 4 in case of a range estimate

* If customer agrees with estimate and feedback, then:

1. Add estimate and order to the hourly tab of the Sales sheet

1. Sales removes estimate label and adds promised label

1. Sales adds comment on milestone and context of developer agreeing on the milestone, changes milestone in the issue

1. Adds the issue name and link to the feature in the deal

* If customer does not commit in a reasonable time, issue is marked as closed and sales follows up through the deal

* If feature will not be done, sales marks issue as closed

* Once feature is delivered, adds number of hours spent in the deal, sales announces customer, closes feature with link to email

* Sales adds the real number of hours spent to the sales sheet

* Sales invoices customer ([credit card](accounting.md) or bank) for the quoted number of hours
<commit_msg>fixed link<commit_after>---
layout: markdown_page
title: "Account Management"
---

## Touching base with standard subscribers

## Preparing renewal

## What is an order?

1. A Purchase Order (PO) issued by the company

1. A signed quote (the quote that we send)

1. An e-mail agreement (“we accept the quote/subscription/etc”) or any other written statement

## Development work management

Do NOT invoice before feature/work is completed.

* Feature is requested by customer

* Sales creates issue in issue tracker that links to the email (tags: company name, feature, estimate) and, if needed, mentions in agenda. Issue is assigned to sales milestone 

* Dev makes estimate/gives feedback

1. Estimate: between x and y hours (if it takes much time to do an estimate and we doubt if the customer will order)

1. Quote: x number of hours (in all other cases)

* Sales communicates estimate to customer

* Repeat 3 and 4 in case of a range estimate

* If customer agrees with estimate and feedback, then:

1. Add estimate and order to the hourly tab of the Sales sheet

1. Sales removes estimate label and adds promised label

1. Sales adds comment on milestone and context of developer agreeing on the milestone, changes milestone in the issue

1. Adds the issue name and link to the feature in the deal

* If customer does not commit in a reasonable time, issue is marked as closed and sales follows up through the deal

* If feature will not be done, sales marks issue as closed

* Once feature is delivered, adds number of hours spent in the deal, sales announces customer, closes feature with link to email

* Sales adds the real number of hours spent to the sales sheet

* Sales invoices customer ([credit card](handbook/sales_process/accounting) or bank) for the quoted number of hours

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