> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/quotes/customer-approval-and-create-project.md).

# Customer Approval & Create Project

Once the customer has reviewed and approved the Quote, the final step in the preconstruction process is to update the Opportunity status.

Updating the Opportunity to "Closed Won" indicates that the customer has accepted the proposal and the project is ready to move into the construction phase.

<br>

<img src="/files/k2bQSxrvXdhJlUWo6e8s" alt="" height="252" width="602">

Open the related Opportunity record.

#### Step 1: Open the Opportunity

Navigate to the Opportunity associated with the approved Quote.

The current Opportunity status will typically display "Quoting."

#### Step 2: Edit the Opportunity Status

Click the Edit icon (pencil symbol) next to the Status field.

<img src="/files/qKNOY8O3uHD0EgovsvpE" alt="" height="261" width="602">

A dropdown list containing the available Opportunity stages will appear.

#### Step 3: Update the Status

Select "Closed Won" from the dropdown list.

Click "Save."

Once the status is updated, BuilderTek automatically converts the Opportunity into a new BT Project, carrying forward all the approved project information.

When the Opportunity status is changed to "Won," BuilderTek automatically creates a new BT Project, carrying forward the approved customer information and project details.

<img src="/files/xsHdIlZZ3K32oCIIwYae" alt="" height="240" width="602">

The newly created project becomes the central workspace for the construction phase, where you can continue with Purchase Orders, Contractor Invoices, Cash Disbursements, Work Orders, Scheduling, Budgets, and overall project execution.

### Outcome

The customer Quote has been successfully created, reviewed, and shared for approval.

Once approved, the Opportunity is converted into a BuilderTek Project, completing the preconstruction workflow and transitioning the project into active construction management.

<br>


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