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Turn a quote into a contract

What this is for

Turn an approved ongoing quote into a living contract that can invoice on a schedule.

Concepts

This is for a contract-like Type (not a one-time sale). The quote must be Approved.

Generate Contract opens Generate a New Contract. After it saves, the quote is Converted. The handshake icon then opens the contract.

You can also Create a contract without a quote.

A new contract starts as Draft. You still Activate it before it bills on its own.

Before you start

  • The quote is Approved and Type is contract / subscription (not sale).
  • Add a customer and catalog items exist.

Steps

  1. Open the quote.
  2. Click Generate Contract (handshake in the toolbar). The quote list has the same icon on matching rows.
  3. In Generate a New Contract, check name, dates, Billing frequency, and lines. Adjust if needed, then save as the dialog instructs.
  4. Open the contract. Click Activate and confirm Activate Contract.

What happens next

Active contracts raise invoices on their schedule (Invoices on the contract). Record a payment as those invoices come due.

To stop or change renewal later: Cancel or renew a contract.

If something looks wrong

  • No Generate Contract. Type is a sale quote — use Turn a quote into an invoice. Or status is not Approved.
  • The contract does not invoice. It is still Draft. Use Activate.
  • The quote is locked. It is Converted — edit the contract.