Before you can convert a quote to a contract the quote will need to be approved.
There are two ways to approve a quote. The quote can be approved by a customer in the Customer Portal or someone from your internal team (such as a sales rep) can convert the quote to a contract in the Team Portal.
Customer Approval
A custom can approve a quote on the Customer Portal.
Please note that the Quote will need to have a Quote Status of Active for the Quote to show up in the Customer portal.
For a customer to approve a quote:
- Once the customer has logged in , they would go to Quotes in the main navigation.
- Click on the Active contract to be approved
- Click the Approve button.
Internal Team Approval
To have an internal team member such as a sales rep approve a quote:
- Go to the quote that needs to be approved.
- Click the Approve button. A comment is needed to indicate how the team member has gotten confirmation of approval by a client.
- Click the Confirm button.
Convert to Contract
Once the quote has been approved by the client or an internal team member a Convert to Contract button will appear on the quote page.
- Click the Convert to Contract button.
- You will get a prompt to verify that you are sure. Click Yes.
- Your quote has now been converted to a contract.
- It will now be available by going to Sales in the main navigation and clicking on Contracts.
