Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date
When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created.
How to Convert Quote to Project
- In quotes, click “Convert Project” button.
- The project name will be pre filled. You can add the start date.
- Add Products and Services.
- Project will be automatically created.
- You can see the project is associated with the quote.
For further help, contact us on [email protected]. We’ll be glad to be of service.