Is there a way to convert a Quote to a project?
I can only convert it to a invoice, but al my quotes are a estimate of hours.
I work on a subsequent calculation, where the client can have more or less hours on a invoice.
So i invoice from Project instead of Quotes’.
It will be really nice to see that a Quote can also be converted to a Project.
What would be nice is if I can take the Quote details and apply it towards a Project. For example, the client name gets pre-filled with the task rate and the quote number gets populated in the private or public notes section.
So the process would look like this:
Create quote → send quote → accept quote → convert quote to project and archive quote → work on project → convert to invoice