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In this tutorial, Marcus discusses how to use Excelo to transform quotes into projects efficiently. This process significantly reduces project planning time by transferring essential details—such as budgets, tasks, and assignees—from the quote to the project plan. Excelo facilitates the addition of quote estimates and the conversion into projects by allowing users to incorporate pre-built project templates. Before a quote can be converted, it must be published and accepted by the client. Once accepted, users gain the option to convert the quote, with many fields, like company contact and budget settings, already populated for convenience.