Home > SIX 2013 Documentation > User Guide > Mobile Quote > Mobile Quote Explorer > Create Project from Quote

Create Project from Quote

Feature

 

You can create as many Projects as desired from a Quote. Highlight the Quote within the Mobile Quote Explorer and click the [Create] button on the ribbon:

 

 

The Create Project from Mobile Quote Wizard will open. This is the same as the New Project Wizard but populated with details from your Mobile Quote. For detailed information of the steps click here.

 

create project from mobile quote wizard 2.jpg

 

Once you save the Project, the Project Editor interface will open. This only difference between the Project Editor interface created from a Quote is that there is a Mobile Quote Explorer tab along the left side:

 

 

When expanded, you will see a list of the Items that you added within the Mobile Quote app:

 

mobile quote explorer expanded.jpg

 

You can drag and drop one or multiple Items at a time over to the "project grid" area:

 

drag and drop.jpg

 

You will then be prompted to add an Item from your SIX Catalog. The Add Products interface will automatically be filtered to Category and Subcategory:

 

add products interface.jpg

 

Once you have added all of your Items from the Mobile Quote Explorer, you can further refine your Project just as if you had started this Project directly in SIX. Click here for details of the Project Editor.

Last modified
10:40, 22 May 2014

Tags

This page has no custom tags.

Classifications

This page has no classifications.