FAQs in this section
How do I share a quote?
How do I print a quote?
How do I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How do I create a quote from a deal?
How do I add a new section in a quote?
How do I add a product or a service to a quote?
What does the Sync with Deal button do?
Can I sync multiple quotes to a single deal?
How do I generate a sales order from a quote?
How do I generate a purchase order (PO) from a quote?
How do I generate an invoice from a quote?
How do I generate a subscription from a quote?
How do I change the template of a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I add multiple items in a purchase order or sales order from a quote?
What should I do if a custom font is not displaying in my quote?

Can I convert a quote into an invoice?

No, you cannot convert a quote into an invoice but you can generate an invoice from a quote. 

Follow these steps to generate an invoice from a quote-
  1. Click the Main Menu.
  2. Go to Sales
  3. Click Quotes.
  4. Select and open the quote from which you want to generate an invoice.
  5. Click the More icon in the top-right corner.
  6. Select Invoices.
  7. Click Yes to copy the data from the quote to the invoice. Creating Invoice window opens.
  8. Fill in all the mandatory fields.
  9. Click Save. A successful message appears with the invoice link.
To know more about Quotes, click here.
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