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How to convert Sales Quote to Order, Invoice & Project

Once the Sales Quote is in open status, and the client has approved Quote,  you can record that by clicking Client Approve.

When the Quote is approved by the client, you can convert your Quote to Sales Order, Sales Invoice and Project using approprate buttons.

  • If client has rejected the Quote, you can change the Quote terms and send the Quote back to client later.

When you choose a Manager to approve a Sales Quote and even after the Manager has approved the Sales Quote, you cannot convert it to Order.

See also