Creating a statement of work

A statement of work defines what you will deliver to a potential customer and at what price.

To create a statement of work for an opportunity, start a pending project. In the pending project you can add deliverables and calculate their prices.

The work defined in the pending project is automatically added to the quotes that are generated from this opportunity. A link to the pending project is shown on the opportunity.

If the opportunity is won and the quote is signed, the pending project turns into a project in progress and invoices can be sent to the customer.