Converting proposal to estimate/invoice

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button.

Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also with the parsed items which are auto inserted to the estimate/invoice.

When you are satisfied from the result click Save.

After converting the proposal will be auto marked as accepted (if is not already marked as Accepted).

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