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Link Offer (Quotes) To Project

  1. Go to Menu -> Sales -> Offers and click Create New Offer
  2. Select customer.
  3. A drop-down with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown)
  4. Select the project
  5. Configure the offer for your needs
  6. Save the offer
  7. Navigate to the project area and click on the tab Sales->Offer you will be able to see the newly created offer associated with your selected project.

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