Follow these steps:
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Select Proposal:
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Navigate to the Proposals section and select the proposal you wish to convert.
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Convert the Proposal:
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On the right side of the selected proposal, you will see a Convert button.
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Click on the Convert button and choose either Estimate or Invoice based on your needs.
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Preview and Adjust:
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A popup will appear showing a preview of the new estimate or invoice, with all parsed items automatically inserted.
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Review the details to ensure everything is correct.
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Save the Converted Document:
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When you are satisfied with the preview, click Save to finalize the conversion.
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Proposal Status:
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Once the proposal is successfully converted, it will automatically be marked as Accepted (if it was not already marked as such).
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Important Note:
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If the proposal is related to a Lead that has not yet been converted to a Customer, you must first convert the Lead to a Customer before converting the proposal into an estimate or invoice.