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.
Terry Bottle
shared this idea
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Mel Eckford
commented
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
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Nathan Mullenbach
commented
If I create a quote in the main app I should be able to make that into a project from the main app.
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Emma Rosenblatt (Accounts)
commented
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'.
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Andy Aplin
commented
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.
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Barrie Gordon
commented
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 StartedReally poor from Xero.