Can I link an existing quote to a project?

Hi SVD2,

Yes you can!

Firstly you need to make sure you already have an existing project.

Secondly, create the quote and assign it to a customer and Save.

You may then find the quote in your Sales tab > Customers > Quotes > Open the quote

From here you can then assign the customer name to your Project name then select Save.

Let us know if you get stuck or still need help.

Kristian. 

Thanks so much Kristian, that worked perfectly :-)

No worries! Glad to be of some help (: