Video Walkthrough: Create and Convert a Quote
Watch this video for a detailed walkthrough of the end-to-end process, from selecting a customer to locating your finalized sales order.
Step 1: Create a quote
Go to Quotes from the Sales & finance section in the sidebar.
Click Create quote.
Select customer and terms
Choose a Customer.
Select the Payment terms.
Optional: Apply a specific Price list if applicable, and modify the Quote date or Expiration date.
Add items
Select the items to include in the quote.
Review quantities and pricing.
Add notes or tags (optional)
Customer notes – Visible to the customer.
Internal notes – For internal coordination.
Tags – Help organize and filter quotes.
Create the quote
Click Create quote to save the record.
A confirmation message appears once the quote is created.
Step 2: Convert the quote to a sales order
Once the customer accepts the quote, convert it into a Sales order.
Open the quote from the Quotes list.
Click the three-dot menu in the top-right corner.
Select Convert to sales order.
Digit creates a new Sales order using the information from the quote.
Step 3: Access the sales order
After converting the quote, a confirmation message appears indicating the Sales order was created. There are two ways to access the Sales order.
Option 1: From the quote modal
Click the three-dot menu in the top-right corner.
Select View sales order. This opens the Sales order directly.
Option 2: From the sales orders page
Go to Sales orders from the sidebar.
Locate the newly created order at the top of the list.
Converting a quote to a Sales order preserves the customer details, pricing, and items, allowing your team to move directly into fulfillment without re-entering information.