Why it helps
When a quote is won it becomes an order in one step — the price sheet and lines copy over and the order-tier assignments are rebuilt, so nothing entered on the way in is lost. It's the clean, auditable middle of the line from sold work to a live project.
Won work becomes delivery without re-keying.
How EngiiCore does it
- One-to-one conversion from an accepted quote, row-locked with a duplicate-conversion guard.
- The price sheet copies forward and order-tier assignments are rebuilt automatically.
- The same tabbed detail as a quote — details, customer, phases, lines, pricing — so there's nothing new to learn.
- An order converts on to a project when delivery starts.
Good to know
Included from the Regular User licence up.