Convert quote to draft order
This feature is available from the Pro plan only.
Step to manage:
1. Go to the Quote list page > Hover on the quote > Click Edit to view the Quote details:
2. On the Quote details page, click on the Convert quote to order button > A popup shows up, click Convert:
3. The Quote details page will show a section like this after coverting the quote:
4. Click on #D26 button to view the draft order:
You can send invoice to customers from the draft order or click on the Send email invoice from the Quote to manage it.
If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address support@samita.io
We are always willing to help with all sincerity!