the option to convert an estimate into project where each line item would become a task
I would like to create an estimate to send a client and once approved convert into a project so the hours can be managed. Each line item in the estimate would be a project task. Once the project is complete convert to an invoice and send.
Adam
shared this idea
-
Chris Holloway
commented
YES! PLEASE Zoho for the love of God implement this feature. PLEASE!
-
Dylan Mathias
commented
It has been three years. Has zoho still not implemented the ability to do this?
-
Anonymous
commented
I'm interested in this feature as well.
-
Anonymous
commented
Yes .. I am asking for the same thing .. This would be bvery helpful
-
Winnie
commented
Given the ability to create a new invoice from an estimate, this seems to be an easy one to accomplish and would add enormous value to Zoho Books!
-
DAn
commented
Is there any update on whether this is being considered??
-
Rajnish Sanghvi
commented
This is what I exactly need for my business needs. All my business comes through estimates, which converts to Projects on approval. With this feature it will be very easy to manage.
-
Anonymous
commented
Mostly I create estimates that indicate hours of work. it would be nice to convert the hourly estimate to an hourly based project.
-
Anonymous
commented
thats very good and really would make alot of sense..
-
DAn
commented
This is a great idea. I wanted to be able to produce estimates from projects, but I like this idea better!