For the complete documentation index, see llms.txt. This page is also available as Markdown.

Convert quote to draft order

This feature is available from the Pro plan only.

Step to manage:

1. Go to the Quote list page > Hover on the quote > Click Edit to view the Quote details:

2. On the Quote details page, click on the Convert quote to order button > A popup shows up, click Convert:

3. The Quote details page will show a section like this after coverting the quote:

4. Click on #D26 button to view the draft order:

You can send invoice to customers from the draft order or click on the Send email invoice from the Quote to manage it.

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