To convert a proposal to an invoice or quote, select the proposal in the table and on the right side a convert button will appear

Click the button and choose Quote or Invoice. After choosing, a pop-up window will appear with the preview information along with the analyzed items which are automatically inserted into the quote/invoice.

When you are satisfied with the result, click Save .

After conversion, the proposal will automatically be marked as accepted (if not already marked as accepted).

If the proposal is related to a lead that doesn't convert to a customer, you'll need to convert the lead to a customer first, then come back here and convert the proposal to a quote or invoice.