Converting a quote

A quotation is an offer, and once the client has said yes it needs to become something that can actually be worked or billed. That is conversion: the quote turns into a job, an invoice, or a contract.

Two things about conversion:

You do not have to wait for the quote to be approved. Conversion is available whatever status the quote holds. Approval is the usual cue, not a gate.
A quote is not spent by converting it. One quotation can become several things — a job to do the work and, later, an invoice to bill it. Each one is recorded against the quote on the timeline.

The three destinations

Which one you pick is a question about what you sold:

Job — one-off work that somebody has to go out and do. The quote becomes a job in the scheduler, to be assigned and completed. Bill it after.
Invoice — nothing needs doing, or it is already done. Skip straight to billing the client for what they approved.
Contract — the offer was an ongoing arrangement, not a one-off. The quote becomes a contract with a term, a schedule and its own invoicing. This is the far end of the packages route: a predrafted agreement quoted as a package, then signed into a real contract.

You are choosing what happens next, not working through a sequence — a quote for one-off work goes to a job, a quote for an ongoing arrangement goes to a contract.

Two ways to get there

The same conversions sit in two places on the quote page, and either works.

The ≡ menu, beside Preview & Send Email:

Quote page → ≡ menu

Convert this Quote into opens the three destinations. Copy Quote sits below it — see copying a quote.

The + on the timeline, at the top of the quote:

The timeline plus button expanded into the Quote Action menu: Create a Job, Create an Invoice, Create a Contract and Add Comment (Private note)

Quote page → timeline → +

This opens Quote Action, headed with the quote’s code so you can be sure which quote you are acting on. It offers the same three — Create a Job, Create an Invoice, Create a Contract — plus one the ≡ menu does not have: Add Comment (Private note).

Whichever route you take, what you create is recorded on the timeline next to the quote it came from. Months later, the job and the invoice still say which quotation they came out of.

What carries across

You are never retyping the quote. Whatever you convert into arrives already built from it — the client and site details, and the priced lines you quoted. You check it and save.

The contract case goes further than pre-filling. If the quotation was sold as a package, the contract comes out effectively complete, because a package is a predrafted contract — the agreement, its terms and its schedule already exist as a blueprint, and quoting it and converting it is how that blueprint reaches a real client.

So building your standard offers as predrafted contracts pays off twice: you quote the package, and the contract at the far end assembles itself.

Private notes

Add Comment (Private note) attaches a note to the quote for your own team. It is internal — it does not go to the client, and it is not part of the quotation document. Use it for the context that never belongs in an offer: why the price was dropped, who chased the client last, what they said on the phone.

Copying a quote

Copy Quote on the ≡ menu duplicates the quotation so you can build a new one from it rather than starting from an empty form. It is the answer to quoting the same job for a different client, or requoting the same client at a new price.

What comes across is the content: the client information and the quotation itself, lines and prices included. What does not come across is the history — the copy is a new quotation, so it starts at status New, with none of the original’s status trail behind it.

Copying gives you the offer again, not the history of what the client did with it.