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.