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Creating a Project from a Quote

Zoho Invoice allows you to create a new project from a quote that you’ve sent to your customer. The customer details in the quote will be automatically populated in the project.

Scenario: Sally accepts Mark’s quote. Mark decides to create a project in Zoho Invoice for the quote immediately. He uses the create a project from a quote feature and quickly creates a project for Sally.

Similarly, you can create a project directly from a quote. To create a project from a quote:

Learn more about how to create a project.


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