Video Walkthrough: Create and Convert a Quote
Step 1: Create a quote
Select Quotes from the sidebar.
Click + New quote.
By default, a new quote’s status is set to Open. Click the status dropdown to change it while creating the quote or after you created.
Each quote has a status that reflects where it stands in the sales process. Here's what each one means:
Draft: the quote is still being put together and hasn’t been shared with the customer yet.
Open: the quote is active and ready to be shared with or reviewed by the customer.
Sent: the quote has been sent to the customer.
Revisions Needed: the quote needs changes before it can be finalized or resent.
Closed Won: the customer accepted the quote, or it was converted to a sales order.
Closed Lost: the quote did not move forward with the customer.
Expired: the quote’s expiration date has passed without being accepted.
📘 Digit Tip: You can also change the quote date from the header, next to Quoted by, using the calendar icon.
Customer, Ship to, and Bill to
You need to select a Customer before you can start filling out the rest of the quote. If no customer is selected, the remaining fields stay locked.
Once a customer is selected, Contact, Ship to, and Bill to may be automatically filled in, depending on the account's setup. You can still change all of these fields.
📘 Digit Tip: Toggle Billing same as shipping on if the billing address matches the shipping address, so you don’t need to fill in Bill to separately.
Quote details
Add a Quote reference and Customer PO # if applicable.
Add items
Click + Add Items.
Search for and select the items to include, then click Add items.
Set the quantity for each item directly in the items table.
📘 Digit Tip: Use the Show price breaks toggle in the Details panel to show or hide the Price break column on the items table.
Notes
Add a note to the customer. When the quote is sent, this note is included on the quote the customer receives.
Internal notes
Add a note for internal team coordination. Internal notes are never visible to the customer.
Payment status
Set the current payment status from the options below.
Paid in full, Not paid, Partially paid, Payment pending, Overdue, Disputed, Refunded, or Cancelled.
Payment terms
Choose when payment is due from the options below.
Net 7, Net 15, Net 30, Net 45, Net 60, Net 90, Payment on receipt, Payment in advance, Cash on delivery, or None.
Quote Details panel
The right-hand panel is available the whole time you’re working on a quote, and holds a few settings that apply to the quote as a whole:
Show price breaks: toggle on to show the Price break column on the items table, or off to hide it.
Apply price list: if a price list has been set up for the selected customer, choose it here to update pricing for any included items that are part of that list.
See Creating and Managing Price Lists for more information on how to create one.
Tags: help organize and filter quotes.
Custom fields: add an existing custom field, or create a new one directly from here by choosing a field type — text, number, date, date & time, ID, single-select, or multi-select.
Files: drag and drop or browse to attach files to the quote.
Save the quote
Once everything is ready, click the dropdown next to Save for three options:
Save & print: saves the quote and opens a printable version.
Save & send: saves the quote and emails it to the selected customer.
Save as draft: saves the quote with a Draft status.
Or click Save directly to save the quote with whichever status you selected at the top.
Step 2: Convert the quote to a sales order
Once the customer accepts the quote, you can convert it into a sales order following these steps:
Open the quote from the Quotes list.
Click the three-dot menu in the top right corner.
Select Convert to Sales Order.
The quote status updates to Closed Won, and a success message confirms the conversion to a sales order.
Step 3: Access the sales order
Option 1: From the quote
Click the three-dot menu again.
Select View SO.
This opens the sales order modal. The sales order is created in Draft status, and you can adjust any information you need before continuing.
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.
From quote to fulfillment
Converting a quote to a sales order preserves the customer details, pricing, and items, so your team can move directly into fulfillment without re-entering information.
If you have additional questions, please reach out to your Customer Success Manager or contact us at: [email protected]