Formitize Tip: How to Convert a Quote to an Invoice or Job

Formitize offers a vast array of features for business owners like you. Going paperless has never been this easy. Simply whip out your mobile phone or tablet, open your app and log into your account. You may also log into your Management Portal using your computer. Just enter your login details and access all of your invoices, quotes, jobs, and other resources.

Using the jobs feature is easy. You may even convert your quotes into invoices or jobs. Simply follow the instructions below.

 

 

How do I convert a Quote to an Invoice or Job?

To convert a Quote to an Invoice or Job using the Management Portal, click CRM>Accounts>Quotes. Choose which Quote you want to Convert to an Invoice or a Job and click Edit. This will direct you to the Quote and on the bottom of the page, you will have the option of converting a Quote to an Invoice or Job.

In the App, when the Customer Agrees to the Quote, click Accounts>Quotes and then choose which Quote you want to convert from an invoice or job. After you have selected the Quote, just slide it towards the left and you will have the options of converting the Quote to an invoice or a job. You can also tap on the Quote and on the bottom of the page, you can also find the convert to invoice or job options.

 

How do I view my Quotes?

To view your Quotes in the Management Portal, click CRM>Accounts>Quotes. If you want to view the PDF Format of your quote, just pick a Quote and click PDF. After the PDF copy is generated, you will have several options, as well. This includes, downloading your PDF File, sending it as Email or having it printed.

To view your Quote using the App, click Accounts>Quotes then tap on the Quote which you would like to view. If you like to view this on PDF Format, just go to the bottom of the page and you will have view in PDF format option available.

Now that you’ve discovered what Formitize can do for you, what are you waiting for? Start your Free 30-day Trial Today!

 

Formitize – making paperwork paperless.

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