{"id":1616,"date":"2024-11-22T15:04:58","date_gmt":"2024-11-22T15:04:58","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1616"},"modified":"2024-11-22T15:04:58","modified_gmt":"2024-11-22T15:04:58","password":"","slug":"converting-proposal-to-estimate-invoice","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/converting-proposal-to-estimate-invoice\/","title":{"rendered":"Converting proposal to estimate\/invoice"},"content":{"rendered":"<div class=\"entry-content\">\n<p>To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-578 aligncenter\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/convert-proposal.png\" alt=\"convert proposal\" width=\"700\" height=\"105\"><\/p>\n<p>Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also with the parsed items which are auto inserted to the estimate\/invoice.<\/p>\n<p>When you are satisfied from the result click <strong>Save<\/strong>.<\/p>\n<p><strong>After converting the proposal will be auto marked as accepted<\/strong> (if is not already marked as Accepted).<\/p>\n<p><strong><\/strong><\/p>\n<div class=\"st-alert st-alert-info\">If the proposal is related with some lead which is not converted to client you will need to convert first the lead to client and then get back here and convert the proposal to estimate or invoice.<\/div>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"<p>To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also with the parsed items which are auto inserted to the estimate\/invoice. When you are satisfied from the result click Save. After converting the proposal will be auto marked as accepted (if is not already marked as Accepted). If the proposal is related with some lead which is not converted to client you will need to convert first the lead to client and then get back here and convert the proposal to estimate or invoice.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[28],"doc_tag":[],"class_list":["post-1616","docs","type-docs","status-publish","hentry","doc_category-sales"],"acf":[],"year_month":"2026-04","word_count":121,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Sales","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/sales\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Converting proposal to estimate\/invoice - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/converting-proposal-to-estimate-invoice\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Converting proposal to estimate\/invoice - My CMS\" \/>\n<meta property=\"og:description\" content=\"To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also with the parsed items which are auto inserted to the estimate\/invoice. When you are satisfied from the result click Save. After converting the proposal will be auto marked as accepted (if is not already marked as Accepted). 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