bexio offers the option of creating projects from offers and offers from projects. You can read the report on how to create an offer from a project here. Consult our report "Create an offer from a project" for information on how to create a project from an offer.
Create offer from a project
In an opened project with the status "Pending" or "Active", you can generate an offer from a project by going to the "Document flow" tab and then clicking on the button "New offer".
The following data are transferred from the project to the offer:
- Project title becomes the offer title
- The titles of the work packages become default positions
- The expected time become the quantity of default positions
- If the invoicing method "Hourly rate for projects" is selected in the tab "Conditions", this approach is used as the individual price for the default positions.