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.


Standard procedure

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

Create project quotations

 

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