Converting a Quotation

To convert a quotation into a living sale order, simply open a Quote and click “Convert to Sales Order”

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If your quote has multiple estimates, you’ll be prompted to choose which estimate you’d like to convert into a sales order.

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**Note** When converting more than one Quotation to a Sales Order, the option to specify different order details (service location, PO#, installation date, etc.) from the Quotation is not available yet. To do so, you must make edits from the sales orders before confirming them.

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