Create a new project

Projects let you group multiple quotes and orders under one umbrella, making it easier to manage work related to a specific customer or initiative.

Projects can be created in two ways:

• Manually by the manufacturer.
• Automatically when a customer submits a quote via the Storefront.

This guide explains how to effectively create and use projects.

Create a project manually

1. Go to Projects from the main sidebar
2. Click + Add New
3. Enter the following details:
   • Organization
   • Project Name
   • Description (Optional)
4. Toggle Notifications on or off to control whether the customer receives status and activity updates.

Automatically created projects via Storefront

When a customer submits a quote through your Storefront, a new project is created automatically. The submitted quote is linked to the project and appears in your Projects dashboard.