In this article you will read how you can easily convert a quotation into a project to avoid double work.
The estimates module is available starting from the Advanced subscription
When your customer has approved a quote, you want to start registering hours as quickly as possible. You can easily convert the approved quote in TimeChimp into a project, so you can get started right away.
It is also possible to create a project from a quote that hasn't been sent yet and doesn't have a quote number.
Steps: From quote to project
Navigate in the menu to Financial > Quotes.
Find and click the quote you want to convert.
Click the Actions button in the top right.
Choose the option Create project from the drop-down menu.
After you click 'Create project', you will be automatically redirected to the project settings of the newly created project. It is important to check and complete the other settings right away:
Change the project name (recommended) The project's name is automatically set to the quote number. Change this to a clear project name that is recognizable to you and your employees.
Check the other settings In the project settings, you can immediately set up the rest of the project correctly:
Invoicing method: This is already filled in, but you can still edit it here if necessary.
Add employees: Add the employees who are allowed to register hours on this project.
Add activities: Link the specific activities (tasks) to which the hours and costs can be related.
Once you have completed these steps, the project is ready to use, and employees can start registering hours.
When creating the quote, you already indicated the invoicing method and perhaps also added rows (like an X amount of hours per employee). This information is automatically transferred. The invoicing method is set correctly, and the quote lines will be found as budget in your new project.