7th July, 2021 (Convert Proposal to Invoice)

Hooray! Close your Sales faster by converting Proposal to Invoice 😍

How can you find it?

There are two ways to find Convert Proposal to Invoice - - Create New Proposal > In Proposal Editor > Go to three dots beside Send (Three dots has the option of Convert to Invoice) - Go to Proposal Module > In Proposal Listing, select any proposal and go to three dot (Three dots has option of Convert to Invoice)

Capabilities

• You can now convert Proposal to Invoice for any Lead (if it is lead, you will asked to convert to Customer to send invoices) or existing Customers.

• You can always convert Lead to Customer while converting Proposal to Invoice. (Faster ways in user experience 😉 )

• You can will be able to navigate directly to associated invoice which is created from Proposal.