From Proposal to Payment: Converting Quotes to Invoices

The Ideal Workflow

A fragmented workflow is a recipe for errors. The "Quote-to-Cash" cycle should be a straight line:

1. Quote: You send a proposal.
2. Acceptance: The client signs digitally.
3. Job: You do the work.
4. Invoice: You bill for exactly what was signed.
5. Pay: You get money in the bank.

Why Linking Is Crucial

If you re-type invoice details manually from a quote, you risk typos. Did you quote $500 or $550? Did the client agree to 10 hours or 12?

By converting the quote directly, you maintain a "Digital Thread". The invoice is linked to the quote, which is linked to the signature. This is vital for dispute resolution.

Using SimplyQuote's Conversion Tool

We built the "Convert to Invoice" feature to bridge this gap. Here is how to use it:

1. Open an Accepted Quote

Go to your dashboard and filter by "Accepted". Open the quote that you are ready to bill.

2. Click "Convert to Invoice"

At the top right of the screen action bar, you will see the "Convert to Invoice" button. Clicking this creates a new invoice document.

It copies over: Client details, all line items, tax settings, and notes.

3. Adjust and Send

The new invoice is a draft. You can now add any extra charges that came up during the project. The original quote remains unchanged for your records.

Once finalized, hit Send. Your client gets a familiar-looking document, and you get paid faster.