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Hello @Xero, this is a very much required update,

quotes are almost always made first particularly with businesses that don't have repeat business.

it makes a huge amount of sense for the quote to be made first, for the client to be able to respond to said quote and accept or decline this directly, of which we would get a notification.
then on an acceptance the availability of creating a project from the quote or to add/ update a current project.

its great that i can connect projects with Trello, but it would be great if a third party software wasn't required.

is there any likely hood that this could get rectified at all?

3 years after initial idea and no movement?

@XERO Anybody listening???!!!!! Years later ... this is still a massive waste of time, causing duplication of manual data entry.. HELLO?

I don't see the point of using the project tab as it works right now. It's indeed backwards and doesn't make sense.

More than 2 years and no action from Xero so I guess it's not in the plan

Please make this happen. it would be greatly beneficial

YES!

we need to be able to create a quote FIRST, then assign to a project

Please!

I have only recently turned on the projects function and have dozoens of quotes which are still active and awaiting the clients' decision, I have to retrospectively add all those task lines to a project. Not only that but I have to then calculate how many hours each task is to add up to the number of days that I quoted originally as it does not seem to be possible to add a task and charge per day for a project.

Yes, creating a project before a quote is so backwards!

I'm looking to move my business from Fergus Project management software to Xero Projects but this quote system by Xero seems a bit backwards and would likely increase our workload instead of reducing.
Any likelihood Xero will rectify this? Its been a long time since this issue was raised.

The logical way to do things

This makes so much sense and would streamline the process.

Hi, this would be great for our business and would save us from double entering each line item (5-20 line items per job) from each accepted quote into Xero Projects for every single job we have been awarded!

It would save a lot of double handling. Please and thank you!

this would be a great idea, the current set up is very backward

This needs implementing asap.

I raised a request a long time ago when this feature first was introduced. My submission doesn't appear to exist anymore.

This is a no brainer, and MUST be added as an option. The current process flow is backwards, The actual real life process flow is a quote first, then once approved, becomes a project. As the system stands now, we end up with a whole pile of "projects" in the system that where only ever created in order to raise a Quote, but many of these will never happen. Please add this function as an option.

once a quote has been accepted it automatically populates the selected project in projects with expenses

Really important to be able to create the Invoice, PO and Supplier Bills from within the Project and to collect the costs and sign off the supplier bill from there.

This would be a fantastic timesaver, and as others have said, seems to be the logical flow.

Even if it only included the quote amount...... (though the description would also be fantastic).

I agree with this one too, seems very backwards atm.

We have so many projects on at the same time (and many with such similar names) that this would be so useful - keeping all the project information together from Quote to Completion would be amazing

If I create a quote in the main app I should be able to make that into a project from the main app.