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Converting proposal to estimate/invoice

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To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown

convert proposal

Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also with the parsed items which are auto inserted into the estimate/invoice.

When you are satisfied with the result click Save.

After converting the proposal will be auto marked as accepted (it is not already marked as Accepted).

 

If the proposal is related to some lead that is not converted to the client you will need to convert first the lead to client and then get back here and convert the proposal to estimate or invoice.
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