Table of contents
The Roadmap part 1
You have previously created a quotation and it has been approved by your customer! In that case, follow the steps below. Have you just finished & saved your quote and would you like to turn it into a project straight away? Then go to the step-by-step plan part 2!
Go to Financial, at the top right of your screen >
Then click on Quotations in the top left-hand corner of your screen
Click on the quote you want to convert into a project or click on the three dots to the right of the quote > Edit
The Roadmap part 2
You have completed all the steps of creating a quote and are ready to send it or you have completed the previous steps. Naturally, you'll want to turn it into a project in no time. Simple! Just follow the steps below:
Click on Actions at the top right of your screen >
Select: Create project
Set up your project as usual
Done! Easy does it! Doesn't it?
Now it's just a matter of applying the right settings. Please note, when creating a quotation, you already indicate the invoicing method and sometimes perhaps already an X amount of hours per employee. In this case, you will find this reflected as budgets.