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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