Accounting Ideas

Convert Estimates to Quotes then to Invoices

We would love to be able to convert estimates to quotes, then quotes to invoices. We typically provide estimates before having final details, followed by quotes for the accurate price, we do not convert to invoices unless the customer decides to move forward with the quote.

  • Guest
  • Jul 29 2021
  • One For The Future
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  • Guest commented
    28 Jul, 2022 01:16pm

    it would be great to process quote - order- delivery - invoice so a full process is in place, and you could report on predicted and ongoing values, but I feel as sage is an accounting tool it would not have full SOP facilities within and you would need a full stock management system in place to make it really work

  • Guest commented
    28 Apr, 2022 02:58pm
    Estimates were to be used for quotes, and quotes were to be used when the customer approved their order.
    It would be really very useful!