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.