Estimating
How to convert a quote to a contract
When a quote has been secured (won), it is then converted to and order the below steps are to be followed to complete this process.
1.
Search for and open the quote which is to be converted to an order by selecting the estimating menu and select quote list.
2.
Update the project status from the dropdown arrow and select Secured.
3.
Select the convert to order tab
4.
New window opens which is the converted quote to a contract the contact has been given the next unique system generate contract number.
