Projects

Here you are able to create projects for use with setting up a quote or multiple quotes. You can click + New Project to create a new project, and you set the Project Name, Project Description, Owner Name, and Start Date. The Status will default to Active but you can change this if need be.

Once you have created projects you will see them in the table and be able to Edit or Delete them. If you have many projects you can use the Search function to find a specific project.

Now you are able to add quotes to a project when creating a quote!