Generate a quote based on a configured project.
Would you like to create a quote from one of your configured projects ?
Log in to your MyBusiness account, then go to the Projects menu. Finally, select the project you want to convert into a quote.
Once on the project page, you have several options available:
- 'Reopen configurator' to make changes to the configuration,
- 'Duplicate' to duplicate the draft project,
- 'Create a quote',
- 'Print' to print the draft project.
Select the client for whom you are creating the quote, then click 'Create a quote' again.
The quote has been successfully created; the client has been added, and the configured project is included as well.
You can find the quote in the 'Quotes / Orders' tab.
You have created a quote from a configured project !
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