Convert your quotes into projects
Easily convert your quotes
Isabel Reyes
Last Update 2 years ago
Learn how with Onproad, you can now create from your quotes pipeline a new project.
1) Navigate to your quote pipeline
From your CRM section, you will be able to access all your quotes
2) Select the quote you would like to convert
Click on your project name to see all the details you have added in the past.
3) Convert your quote to a project
Onproad allows you to easily create a new project by clicking over the tab '' convert to a project.''
Now you are ready to start planning your project. Once you have converted your quote, you will be able to allocate it in the ''projects tab section."
Don't forget to leave your review about Onproad's features. Help us to keep improving.