Skip to main content
Some partner panels use a quote workflow in Conveo. Use the panel’s quote controls to agree recruitment before launch and reconcile the final cost after fieldwork. Other providers follow their own setup process; this workflow applies when the selected panel shows a quote request.

​
Request and review a quote

  1. Open the partner panel in Recruit.
  2. Describe the target population, geographies, interview length, recruitment timeframe, feasibility questions, and other requirements.
  3. Submit the quote request and review the provider’s response when available.
  4. Check the proposed recruitment and total cost against your study and billing account.
Choose Ask for a different quote when the proposal needs changing, or Reject quote when you do not want to accept it. Rejection does not prevent requesting another quote. Where quote history offers Accept this previous quote, review that version’s scope and amount before proceeding.

​
Accept and launch

Accept quote & Launch panel enters the launch flow. An accepted proposal alone does not establish that recruitment is live: launch still checks study configuration, billing permissions, and the applicable balance requirements. Review the panel status after confirming. An account with spend-approval access can approve the financial commitment; study editing access alone is insufficient. Request approval when your account cannot approve spend. See billing accounts and access. For balance-billed recruitment, launch records the quoted commitment against the billing account. Final approval later settles the difference from that original amount against the account used at launch. Contract-covered usage follows its billing arrangement. Do not interpret a pending final-cost review as meaning the launch had no financial effect.

​
Finish fieldwork

Pause recruitment when you expect to resume. Close panel is irreversible and prevents reopening or resuming that panel. Closing a partner panel notifies the partner to stop recruitment and, for quote-enabled panels, submit the final amount. Closing and approving the final cost are separate actions. Review the collected interviews and agreed scope before approving reconciliation.

​
Review the final cost

When Final cost needs your approval appears, compare Final cost billed to you, Originally quoted, and any provider note. The displayed settlement can be a credit-balance refund, an additional credit deduction, or no difference. The final client cost includes the applicable quote pricing; it is not necessarily the provider’s raw invoice amount.
  • Choose Approve final cost only after reviewing the confirmation. Approval finalizes the cost and cannot be undone through this control.
  • Choose Request a revision if the amount needs clarification or correction. Provide a reason; the provider is notified and can submit a revised amount for review.
Both decisions require spend-approval access to the study’s billing account. A reader of the study who can approve that account can use these financial controls; a study editor without that billing permission cannot. A submitted final amount above the quote requires an explanation and passes the applicable balance check before the extra charge is approved. If approval fails, resolve the displayed issue and confirm the status before retrying. If Conveo cannot reconcile an older quote, contact support instead of assuming a zero adjustment.