Creating a Quote and Converting it to a Sales Order 📊
Автор: Digit
Загружено: 2026-03-03
Просмотров: 7
Описание:
Speed up your sales process and reduce manual data entry. In this tutorial, we’ll walk you through the seamless transition from Creating a Quote to Converting it into a Sales Order within Digit.
Stop recreating records from scratch—learn how to move your customers through the pipeline with just a few clicks.
What You’ll Learn:
The Sales & Finance Module: Where to find and manage your quoting dashboard.
Drafting a Professional Quote: How to select customers, apply specific payment terms, and toggle between different price lists.
Setting Boundaries: Managing quote dates and expiration dates to keep your pipeline current.
Adding Detail: Including customer-facing notes, internal team notes, and organizational tags.
The 1-Click Conversion: How to use the "Convert to Sales Order" feature to instantly generate a record for fulfillment.
Video Highlights:
0:00 – Navigating to the Quotes Dashboard
0:26 – Building the Quote (Customer, Terms, & Pricing)
0:34 – Adding Line Items and Internal Notes
1:19 – Finalizing and Saving the Quote
1:23 – Converting to a Sales Order
1:41 – Locating your new Order for processing
👉Try Digit for free: https://app.digit-software.com/sign-up
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