I'm implementing PSA for a public utility contractor. They have a fairly straightforward sales to delivery process:
Lead (Find tender posting) > Opportunity (Estimate) > Quote (Bid) > Award > Build
PSA V3 still insists on Lead (optional) > Opportunity > Quote > Quote Line > Project.
The Quote Line > Project is a manual step in PSA. We'd like to eliminate it and go straight from Quote to Project. I.e. eliminate the notion of Quote Lines and automate the creation of the project from quote header and opportunity data.
Has anyone ever tried creating a project automatically by other means (Workflow, Flow) ?
What are your thoughts on what we'd like to do ?
Ken