Turning a quote into a project
Instead of navigating from a quote to the project list to create a new project from scratch, and adding the relevant details manually after a client has confirmed your offer, save time and create a project with one click straight from the quote.
Click on the button Use data on quote to …
...and select the option to create a project. This option is displayed only if the quote hasn’t already been linked to a project.
You’re taken to the project modify view where the relevant data is already filled out for you based on the quote. You can add or change any of the details.
The sum of the services (with units such as “hour” and “day”) on the quote will be used to calculate the estimated duration of the project. Plus, both income and cost from the quote are taken into account when comparing the budgeted data to actual results and filling the project summary table in the project detailed view.
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