Angela Purcell
shared this idea
4 years ago
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Coming from basic Xero Projects I liked the ability to associate quotes with projects. I think it just makes sense to keep all related files - ie quotes, invoices and support tickets - in the project - for easy access.
So the ability to associate quotes to a project would be great also.
So the ability to associate quotes to a project would be great also.
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Ticket conversation -> Quote -> Project
Therefore quotes should be connected to both one or more tickets (one's prob fine) and a project.
Request for ticket connection already exists here: https://requests.whmcs.com/idea/links-quotes-to-tickets