Link a quote to a project

  1. Go to Menu -> Sales -> Quotes And click Create a quote
  2. Select the customer.
  3. A drop-down list with projects will be displayed below the customer selection field (if no project is associated with the selected client, the drop-down list with projects will not be displayed)
  4. Select the project
  5. Configure the quote according to your needs
  6. Save quote
  7. Go to the project area and click on the tab Sales-> Quote  , you will be able to see the newly created quote associated with your selected project.
What are your feelings