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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

Navigation: Quick Start Guide

Converting a Quote to an Order

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Once a customer accepts a quote, you can choose to convert the quote document to an order document. You can convert your quote to an order by selecting the File -> Convert to Order menu.


Converting a quote to an order in QuoteWerks is important so that in reports you can distinguish quotes from orders. For example, you can create management reports to include only open quotes (and not orders) during the month of November. This will enable you to have a snapshot of the current quoting pipeline.

Quick Questions:

How does QuoteWerks handle lost sales?

How can I convert my quotes and orders to invoices?

How can I create a sales order?

How can I create a purchase order?

How does online ordering work?

Can I create separate purchase orders for each vendor on my order?