Project Quotes in Acumatica | Acumenica Engineering Training Series
In this Acumatica Project Quotes Training, learn how to create, manage, and convert project quotes into full projects using Acumatica ERP’s Project Management module. Hosted by Acumenica Engineering, this session walks through the quote-to-project workflow, approval process, and estimation best practices — providing the knowledge you need to streamline your quoting process and strengthen your project sales pipeline.
This class is part of Acumenica Engineering’s ongoing weekly Acumatica training series for Central Nervous Systems (CNS) clients. Each session focuses on practical, real-world applications of Acumatica’s core project accounting tools, including budgeting, quoting, financials, and custom features.
💡 In this Project Quotes training, you’ll learn:
✅ What a project quote is and how it drives project creation in Acumatica
✅ How to set up and use quote workflows for review and approval
✅ How to create predefined project quote templates for different industries
✅ The process of estimating costs and resources within project quotes
✅ How to convert approved quotes into live projects
✅ How to manage non-customer quotes and convert opportunities into customers
✅ How to use project templates, tasks, billing info, and tax settings effectively
✅ How to attach files, track communications, and maintain a historical record of quote activity
The instructor also provides a live demo in Acumatica, showing how to navigate project quote screens, fill in key details like project templates and business accounts, and manage approvals. You’ll see how quotes tie directly to opportunities, how approvers collaborate on revisions, and how to finalize and convert winning quotes into active projects.
🎯 Who should watch:
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Acumatica users involved in project sales, estimating, or quoting
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Project managers and business analysts responsible for project setup
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Accounting and finance teams using Acumatica Project Accounting
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Companies in construction, engineering, and professional services using Acumatica
All Acumenica Engineering training sessions and replays are available at:
🔗 acumenicaengineering.com/acumatica-training
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