1. Go to the Quotes app of the Sales group.

  2. Using the bar at the top, click Approved — this is where you can find the quotes that were approved by your client.

  3. Find the quote in question, double click to open it.

  4. In the top left corner of your quote, click the “Convert into Sale” button.

  5. This quote was converted into a sale so you can manage it in a dedicated app, the Sales app.

  6. To go one step further, integrate the Sales app with ERPs or invoicing tools, such as SAP, Sage or PHP.