Automatic Quote Approval
This automation converts a quote to a project after the client approves the quote.
Clients can either approve Smart quotes in the Client Portal (if enabled) or on the Decide on Quote page that is displayed after they click on the Decide on Quote link in the automatic e-mail notification.
When the Automatic Quote Approval is switched on, the client's approval will change the Smart quote's status to Approved and convert the quote into a project. Appropriate e-mail notifications will be sent to the client and project manager. All files and data entered in the quote will be transferred to the project.
To activate the automation, toggle the On/Off switch in the top right-hand corner of the automation card.
For details, see the Configure the Automatic Quote Approval guide.