This article describes the steps for how to add a Quote to an existing Project. For our guide on creating a Project from a quote, please see this article.
Adding a Quote from The Project Details Page
To add a Quote from the Project Details page, navigate to the Project you wish to add a Quote to, open up the right-hand menu, and click the "+ Add" button in the Quotes section (if you do not see this section, you will need to add it in your Page Layout settings):
This brings up the Create a Quote from a Project screen, which allows you to select the Items from the Project that you wish to add to the Quote:
After you hit "Create" you have a Quote associated to your Project. You can see the Project name in the top left corner:
Adding a Quote to a Project from the Quotes Page
To add a Quote to a Project from the Quotes page, hover over the "Quotes" link in your left-hand menu, then select "+ Add"
On the Quote creation screen, click in the "Quote From" box and select "Project":
Select the Project you wish to create a Quote for, then click "Next"
Select the Items you wish to add to the Quote from the Project, then click "Create":
After you hit "Create" you have a Quote associated to your Project. You can see the Project name in the top left corner:
