After the Customer or Prospect agrees to proceed with the Quote, you must convert the Quote to an Order
- Open a Quote and click the Process icon
- In the Process window, click Approve Quote. A new Order, with same (Quote) number, will open in CONFIRMED status
- Make any additional changes to the Order as needed
- Click the Save icon on the Order record
Note: Depending on the Sale Type field in the Quote record, approving a Quote may automatically generate a Project, Service Contract, or Service Call