Convert quote to an order

Quotes are automatically converted to orders when the customer approves the quote and makes a payment online. If the customer approves a quote outside of the system (by email or verbally), rather than using the online approval system, you can manually mark the quote as approved to convert it to an order. A quote must have the status of Saved or Awaiting Approval before you can mark it as approved.

Converting a quote to an order finalizes customer approval and moves the job into your production workflow. This process confirms pricing, locks in order details, and allows fulfillment to begin.

In this article

• Prerequisites
• Why convert a quote to an order?
• How to convert a quote to an order
• What happens after conversion?
• Best Practice Tips
• Troubleshooting
• FAQs
• Additional Resources

Prerequisites

Why convert a quote to an order?

Converting a quote to an order confirms the customer’s intent to proceed and transitions the job into production.

• Finalize pricing and details before production
• Trigger production workflows such as artwork and purchasing
• Track fulfillment progress in Business Hub
• Enable payment processing and invoicing

How to convert a quote to an order

1. Log into your DecoNetwork website.

2. Browse to Business Hub → Quotes.

   

   Click the image to enlarge.

3. Click View to load the quote you want to convert to an order.

   

   You can also click anywhere within a quote's row to load it, except on the customer name. Clicking on the customer name loads the customer record.

4. Click on Mark Quote as Approved.

   

5. Click okay in the Mark Quote As Approved confirmation popup.

   

   The quote is converted to an order and is moved to the Open tab of the Orders page in Business Hub.

   Note: If you later need to make further changes after the quote has been converted to an order, you can use the Convert Back to Quote action from the order in Business Hub → Orders to return it to the quote stage for editing.

What happens after conversion?

• The quote becomes an active order
• The order appears in Business Hub → Orders → Open
• Production workflow steps become available
• Payment, artwork approval, and fulfillment processes can begin

Best Practice Tips

Troubleshooting

• Cannot approve quote: Check user permissions and quote status
• Order not appearing: Verify it is in the Open tab
• Incorrect details after conversion: Convert back to a quote, update, then re-approve

FAQs

Can I edit a quote after approving it?

Once approved, the quote becomes an order. To make changes, convert the order back to a quote, update it, then approve it again.

Does approving a quote trigger production?

Yes. Approval moves the job into the order workflow where production steps can begin.

Can I undo the conversion?

Yes. You can convert the order back to a quote from the Order Actions panel.

Additional Resources

• How to Create a Quote
• Convert an Order Back to a Quote