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Create Project from Quote



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:


create project button on ribbon.jpg


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:


project editor mq tab.jpg


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.

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