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.

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:

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

You will then be prompted whether you want to define a price range for your quote items:

If you choose [Yes], you can define a range:

Whether you set a filter or not, you will then be prompted to add an Item from your SI 2016 Catalog. The Add Products interface will automatically be filtered to Category and Subcategory:

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 SI 2016. Click here for details of the Project Editor.