What changes as soon as acceptance is recorded

After acceptance is submitted, the quote status updates to accepted and the conversion flow creates a linked project for the same customer scope. This keeps the commercial decision and project delivery record connected from the start.

• The accepted quote remains available as the source commercial record.
• A project record is created and linked to that quote.
• The related lead is moved forward into the won conversion state.
• Follow-up nudges on the quote are closed after acceptance.

Checking project creation from the accepted proposal

1. Open the accepted proposal context from your quote workflow.
2. Open the linked quote and confirm the accepted status is shown.
3. Check for the linked project action in the quote workflow area.
4. Open the project and confirm the client details and address carried across correctly.
5. Confirm the quote link remains visible in the project context for traceability.

This check confirms your team can move directly from accepted proposal to delivery planning without re-entering key details.

Operational checks before your team starts delivery

Run a quick handover review once the project is created so site planning, scheduling and office coordination stay aligned with the accepted scope.

• Confirm project name, customer contact details and site location are correct.
• Review the accepted total and payment structure context for the job.
• Confirm schedule planning can start against the new project record.
• Check internal notifications or team assignment steps used by your office process.

Keeping acceptance and delivery records aligned

Use the linked quote and project pair as your single source for post-acceptance work. This improves handover quality between estimating, admin and installation teams and helps keep invoice and payment follow-up aligned with the accepted scope.