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

Widget 11: Convert to Quote


  • 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.


  • 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.


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