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Xero Projects - Create project from accepted quote

Xero Projects seems a bit backwards to me, you create project then can create or link a quote. It would be far better if you could create a a project from an accepted quote.
ie. Quote customer for job > Customer accepts quote > Mark quote as accepted and create project.

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Terry Bottle shared this idea  ·   ·  Report…  ·  Admin →
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  • Melanie Hancock commented  ·   ·  Report

    This makes so much sense and would streamline the process.

  • Rowan Murphy commented  ·   ·  Report

    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!

  • meg Cue commented  ·   ·  Report

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

  • Al Yorke commented  ·   ·  Report

    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.

  • Make Furniture commented  ·   ·  Report

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

  • Neville Palmer commented  ·   ·  Report

    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.

  • Jaime Bigwood commented  ·   ·  Report

    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).

  • Mel Eckford commented  ·   ·  Report

    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

  • Nathan Mullenbach commented  ·   ·  Report

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

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    This would be a great feature to have the option to build a project more autonomously. Also makes a lot more sense for the process to be make a quote first and then the project.

    If there was a button when viewing the quote that allowed a project to be developed right from that screen. Or once the quote is approved if a pop up asked us if we would like to generate a project now. This could take us straight to the screen where you fill out the form for a 'New in progress project' or 'New draft project'.

  • Andy Aplin commented  ·   ·  Report

    I agree with Terry and Barrie,

    It is much more usual for a customer to request a price/quote, and for this to become a projects/job if the quote is accepted.

    Please introduce the ability for quotes to be converted into Projects.

    Multiple or single invoices can then be raised against the quote/project as the project progresses, with the project closed when the final invoice is raised.

  • Barrie Gordon commented  ·   ·  Report

    Why isn't this a feature already???

    I presume that in most companies, the workflow is:
    1. Client sends in brief
    2. Quote produced
    3. Quote accepted
    4. Project Started

    Really poor from Xero.