Turning a quote into a project
Instead of navigating from a quote to the projects list to create a new project from scratch, and add the relevant details manually when a client has confirmed your offer, save time and create a project with one click straight from the quote.
In the quote detailed view there's an option Create project that is displayed if the quote hasn’t already been linked to a project. Click on the button Use data on quote to …
...and select the option to create a project.
You’re taken to the project modify view where the relevant data is already filled in for you. 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.
Did this article help you?
Thank you for your feedback!