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Create Project from Sales Quote or Opportunity

Many prospects create sales quotes and want to convert them to projects. There are a couple options:

1. Project Template: auto-creates project after picking a project template (customer, description auto populated). 

2. Project Details (most requested): copy detail lines from the sales quote or opportunity to a project task.

  • Douglas Johnson
  • Oct 14 2016
  • Shipped
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  • coca mary commented
    October 09, 2019 09:27

    Great article, I have read a lot of articles on this topic, but I think your article has the most impressive and detailed content, I hope you will have more interesting songs. More to bring to the reader, thank you for sharing.

    fnaf

  • Elsa Copeland commented
    July 26, 2019 04:39

    I think multiple people have requested there to be Blanket Sales Orders just like Purchase Orders. We also have circumstance in which customer may order 120MT at a fixed price to be used over 9 months and then call-off that order every month with a purchase order.

  • Mike Schmitt commented
    November 02, 2018 18:19

    check Enable Features - new option

     

    Project Quotes A check box that you use to select the Project Quotes feature for enabling.
    This feature can be selected only if the Projects feature is selected. With this feature enabled, you can create project quotes and convert the winning quote to a project when you reach the agreement with the customer on the terms of this project quote.
  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    November 01, 2018 21:10

    Hi Greg,

    In 2018R2, there is new Project Quotes feature. With this feature enabled, a user can create an opportunity and create a project quote from this opportunity. Project quote is then converted to a project.

     

    Best regards,

    Kate

  • Greg Azeltine commented
    November 01, 2018 20:19

    I just posted a similar suggestion. I have confirmed this functionality is not supported in 2018R2

  • Admin
    Feedback Admins commented
    September 20, 2018 10:21

    Available in 2018R2 now.

  • John Gabrys commented
    November 02, 2017 21:23

    This really needs to start from the CRM Opportunity as well and allow for estimating a project for a Prospect.

  • Ekaterina Stepalina (Product Manager Distribution & Project) commented
    April 03, 2017 05:51

    We have this feature on our radar.

  • Toon Six commented
    March 31, 2017 23:17

    Go for option 2 else double work will be done .

     

    Toon Six