Quotify CRM makes it easy to turn accepted proposals into estimates or invoices — saving you time and ensuring consistency across your sales process.
🛠 How to Convert a Proposal
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Go to:
Sales → Proposals -
Select the proposal from the list/table view.
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On the right side, click the Convert button.
![Convert Proposal Button] <!-- Add image if needed -->
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Choose whether you want to convert the proposal to an Estimate or an Invoice.
📦 Auto-Populated Data
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A preview window will appear showing:
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Parsed item list (auto-imported from the proposal)
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Customer and billing details
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Review the information and click Save when you're ready.
✅ Once saved, the proposal will be automatically marked as “Accepted” (if not already marked).
⚠️ Note on Leads
If the proposal is linked to a Lead that hasn’t been converted into a Client yet:
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You must first convert the lead to a client before proceeding with the proposal conversion.