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Create a Job from a Quote

Typically once a Quote has been accepted the next logical step would be to create a Job for the work activity. We show you how you can Create a Job from a Quote in this article.

Step 1: Navigate to Quotes from Accounts and select the Quote you would like to Create a Job for.

  1. Click on Accounts
  2. Click on Quotes
  3. Select the Quote you'd like to turn into a Job

Step 2: Select More from the Actions bar and then select Create Job from Quote

Step

Step 3: Fill in the Add Job form

After hitting Save, you will now see your newly created Job