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How to Create a Project from a Quote

Creating a Project from a Quote

Written by Ashlee
Updated this week

To create a Project from a Quote, first ensure that the Quote has been "Approved".

Once the Quote has been Approved, you just need to click "Create Project" in the top left corner of the Quote:

A dialogue box will ask you to confirm that you are sure you wish to create a Project from this Quote; just click "Create" to proceed with creating the Project:

After that your Project is ready to use, just like any other Project:

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