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Creating Contracts From Quotes
This article will explain how to create contracts from a quote.
Open a quote, click the ‘Activity’ tab and then the ‘Contracts’ tab.
From here, click the ‘New Contract’ button.
The new contract will then appear in the contracts list. Double-click the contract to open it.
- Details from the quote will transfer onto the contract. Those are:
- Title
- Customer Reference will convert to Contract Reference
- Notes
- Equipment
- Total Amount will convert to Contract Value
That’s it. You have now created a contract from a quote.
