1) Click on the Quote tab. 

2) Select the Quote. Note: You can only convert a quote to a contract if the quote has been approved. 

3) Once you are on the Quote Details page, click on the upper " ..." icon. 



4) Click on "Convert To Contract". 

5) Fill out Contract title, customer, expires, start date, months of service, and description.

4) Select Products/Service Items or fill in name, description, amount, and quantity. 

5) Add in all terms and notes. 

6) Add images or documents.

7) Click on "Continue". 


8) On the Contract preview, you can view your contract before it's sent out to your customer. 

9) Click on "Send".