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Convert a Quote to a Project

My business issues quotes to clients, which we convert or add to a project when they are won. At the moment we have to create a new project manually when winning a quote, if the project has not already been created.

It would be very useful for us if there was an option to convert a quote to a new project, and to pre-populate the project with information from the quote automatically (e.g. client name, quote reference, etc).

From the project screen it would be very useful if we could list and access all quotes attached to a project.

  • Guest
  • May 23 2018
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