How to Convert a quote to a job?

Create docs for customers to sign.

[When a Deal has been won]

There are two ways to convert an existing quote into a contract for your clients to sign. Below, we will help show you how each option works.

[To open an existing quote and convert to a job]

First, when inside the ParPrice mobile app, click "Clients" from the bottom menu.  Find the client you want to convert from a quote to a job and click the client record to open the Contact Card.

If you're currently presenting price, Click "More Actions"

Follow the same steps as above.

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