Make a quote from a project's tasks

When you plan a job before you price it, the estimates on the project's tasks are the quote. This turns them into lines on the project's deal, so you do not type them in twice.

1. 1Open the project and its "..." menu.
2. 2Choose Lav tilbud fra opgaver.
3. 3Pick the Timeprodukt: the product an hour is sold as. The choice is remembered for the whole workspace, so next time it is already there.
4. 4Check the lines. Every task with an estimate is listed under its task group, with its hours. Change a price per hour where one task costs more, and untick any task that should stay off the quote. Tasks already put on a quote earlier are listed but unticked.
5. 5Tilføj til tilbud. The deal's quote opens, with the new lines at the end.

What each line carries:

• the task's title as its name;
• the estimated hours as its quantity, and as the line's own hour estimate;
• the hour product, at the price you set;
• its task group's name as the quote section, so the offer shows the same blocks as the project.

Nothing already on the quote is removed or changed, and the deal stays in the stage it is in. Its value grows by the new lines.

Which deal

The lines go on the deal connected to the project. With several, it is the open one you worked on last. When the project has no deal, a new one is made for the project's customer, named after the project and connected to it. A project without a customer cannot have a quote yet: the window says so before anything is saved.

A project whose tasks are kept in step with its quote (projects sent to PowerOffice) cannot use this: add the lines to the quote instead.

The other direction, tasks from a quote, is on the deal's project card: see Connect a deal to a project.