If a quotation is marked as sent and confirmed, convert it to a project. Follow the standard wizard prompts to transfer your quotation to a project.
1. | Go to Project management and accounting > Quotations > Project quotations. |
2. | In the list, click the link in the selected row. |
3. | Click Send quotation. |
4. | Click OK. |
5. | On the Action Pane, click Follow up. |
6. | Click Confirm. |
7. | Click OK. |
8. | Click Transfer to project and finish the wizard. |
Related to | Notes |
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Create project quotations |
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