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Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms / kitchens and are having to do this outside of Kashflow which is duplicating work. I think this will be a useful feature and selling point for a lot of services/ trades which want some kind of signed agreement in place.

  • Phil Read
  • Sep 3 2020
  • New
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