Convert an Unsigned Contract to a quote.
Steps to convert unsigned contract docs back to a quote.
Morgan
Last Update één jaar geleden
Step 1: Click Contacts from the left side menu.
Step 2: Select the client you need to edit.
Step 3: Click the Jobs tab.
Step 4: Double-click on the job you want to convert from unsigned to only a quote.
Note: Converting an unsigned contract to a quote will adjust your sales revenue totals.
Step 5: From the job record, click on More Actions in the top right corner. Select Convert To Quote
Step 6: This will forward you to the edit quote screen. From here you can make edits and save it as a new job or you can choose to keep it only as a quote. To convert to a quote, just click the Back button in the top right corner to return to the customer contact screen.
