I can complete all job steps in a smart quote!

Jaime Zuniga 1 year ago in Home Portal / Smart Projects with CAT integration updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 1 year ago 1

I noticed that I can complete all of the steps in a smart quote, including deliver of final files to client without ever having converted the quote to a smart project.

While this may not be ideal, I was wondering if this was a bug or intended. I do notice that POs are not automatically sent out in a smart quote, which makes sense, but I just wonder why this would be allowed.


LSP's work with their clients in many ways - some of them include sending quotes on different stages. We do our best to provide our clients with flexible solutions - not fixed schemes.