Raising a Quote which can then be converted to a Project once quote is accepted.
The quoting process is more user friendly than the project function, if you could raise the quote from the 'Quote' page with all the details needed and then open a project from that, with all the detail, to begin the project stage, while projects are brilliant it is long winded if need to add a lot of detail, to then quote, then invoice.
If the project process could begin at the quote level, there would only be 1 level to dismiss should the quote be declined. Quotes are always the bottom level.
Emma Turner
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂