November 7, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Widget 11: Convert to Quote

Features

• Select 6 ways to group your BOQ Items
• Choose to replace a quote or create a new one.
• Select the BOQ Items or Estimate Scenario Number to be converted.

Benefits

• Move a BOQ Estimate from Custom Modules into Zoho Native Quotes, Contract and Invoice Modules.
• Quote pipelines will include both native Quotes and BOQ Estimates.
• You can now uses the Progress Payment widget to manage invoices and forecasts.

Restrictions

• This widget must be used with all the BOQ Estimating Widgets and Modules.