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Sage 200 UKI Ideas Portal
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My ideas: Convert Quote

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Converting a Quotation to a Pro Forma.

It would be handy to convert a quotation into a pro forma.
Guest over 9 years ago in Convert Quote 0 Delivered

The ability to convert a quote to a proforma

If a quote is accepted the ability to convert to a proforma rather than an order would be useful especially for new customers.
Guest almost 8 years ago in Convert Quote 1 Delivered

Enhance Quotations to allow Cancellation or Convert to Pro-Forma

Some users would like to keep a history of quotations that did not result in conversion to sales order. At present the only option is to keep it with a status of live or delete. Users would like also to be able to convert a quotation to a p
Guest almost 9 years ago in Convert Quote 1 Delivered

Covert Quotation to Pro Forma

Ability to convert a quotation to a Pro Forma Invoice
Guest almost 7 years ago in Convert Quote 1 Delivered