Sales
      Back to home
      1. KuduPro Knowledge Hub
      2. Sales

      Quote to Sales Order Process

      1. Creating a Quotation

        • Ways to create a quotation:

          • Hover over the left side panel, click create new, create a quotation.

          • Go to the contact, click on the estimate to create a quotation for.

        • Double-check order lines (materials, services).

        • Select service location and apply changes.

        • Preview the quotation and send it to the customer.

      2. Sending the Quotation

        • Download the quotation as a PDF.

        • Send the email with the quotation attached.

        • Check the status change from draft to sent.

      3. Converting to Sales Order

        • Customer confirms the quotation.

        • Convert to a sales order by clicking the button.

        • Create a sales order with all information from the quotation populated.

        • Confirm installation date and apply changes.

      4. Confirming the Sales Order

        • Once installation date is confirmed, confirm the sales order.

        • Confirmation generates a work order and a pick ticket.