Estimate to Project

Key Features

One-Click Prefill

From an accepted estimate, open a new-project form with all the details already filled in — no copy-paste from the estimate.

Details Carried Over

Project name, deadline (from the estimate's expiry date), fixed cost (from the estimate total) and estimated hours (from the item quantities) are prefilled automatically. You just check and save.

Items as a Project Brief

The estimate's line items are placed as a clean, formatted list in the project description, so the full scope is right there when work starts.

Sales Agent Added

The estimate's sales agent is automatically added as a project member, so ownership carries straight over.

See Estimate to Project in Action

Screenshots from the actual module running inside Perfex CRM.

About Estimate to Project

Stop retyping the same details every time an accepted estimate turns into a project. Estimate to Project opens the new-project form with everything already filled in from the estimate: the project name, the deadline from the estimate's expiry date, the budget from the estimate total, estimated hours from the item quantities, and your tags. The estimate's line items are added as a clean, formatted list in the project description, and the estimate's sales agent is set as a project member. You review, adjust anything you like, and save — no more copy-paste from the estimate.

Frequently Asked Questions

Common questions about Estimate to Project.

What does the module fill in?

When you convert an accepted estimate, the new-project form opens pre-filled: project name, deadline (from the estimate's expiry date), fixed cost (the estimate total), estimated hours (the sum of the item quantities) and tags. The estimate's line items are added as a formatted list in the project description, and the estimate's sales agent is set as a project member. You review everything and save.

Does it create tasks or milestones automatically?

No — and we want to be clear about that. The module prefills the standard Perfex project form and lists the estimate items in the project description; it does not create separate task records or milestones. You add tasks and milestones in Perfex as usual, with the full scope already documented in the project for you.

Does it work with estimate templates?

Yes. Any accepted estimate — created from scratch or from a template — can be converted. The prefill works exactly the same way.

What happens to the original estimate?

The estimate stays unchanged and linked to the new project, so you can always reference it back from the project view.