An estimate is a document that indicates the amount and the amount agreed upon for the sale of a good or service and that it has no validity until the client accepts and signs it.
Create a budget
Convert a quote to other documents
From the listing, select your budget
From its detailed view, click the Convert
button
Select the option you need between Invoice , Sales receipt , Proforma , Purchase order sale , Delivery note or Purchase order
Edit, duplicate, or delete a quote
From the listing , click the three-dot (⋮) menu to the right of the quote
Click the action you need to perform
Confirm the action
Export the list of your budgets
Click download icon on the top right of your screen
Select the export option that suits you best