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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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  • 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.

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