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Convert Opportunity to Sales Quote

Hi All,

Can we convert opportunity to sales quote under action button -> 'convert to sales quote'?

We find that we can convert sales leads to opportunity using at action -> 'convert to opportunity'.

Currently to convert to sales quote from opportunity, I have done the following steps:

1. Open up Opportunity

2. Go to Sales Document

3. Under Sales Quote Section, click on new

Regards,

Grace

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3 Answers

  • Best Answer
    Posted on Jul 21, 2016 at 01:28 PM

    Hi Grace,

    The process you are following is correct.
    Currently, the system has the option to convert only Leads.

    For Opportunities you can create follow-up documents, as you are doing.

    Best regards,
    Felipe

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  • Posted on Jul 21, 2016 at 02:18 PM

    Hi Grace,

    There is no way to convert opportunityt to quote/order from actions.

    The reason here is, there is no internal status called converted in opportunity. So, you can use sales documents facet as you said.

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  • Posted on Jul 22, 2016 at 02:18 AM

    Thanks, guys. Look like I will use sales document facet to convert to sales quote for now.

    Madhavarao, I added custom code 'Converted' to Opportunity. But unless we are able to tell the system; allow to convert to sales quote at which status, we are not able to do it via action button.


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