Convert Quote.

You have the ability to convert a quote to an activity (Order, Bill or Expense). The quote must have a status ‘Accepted’ in order to be converted.

Data from the quote will be automatically populated including any line items entered. Review the details and make any amendments – note this will only amend the activity being created. Once converted, the quote status will be updated to ‘Converted’ and the activity record can be found under the corresponding module.