Delfis
Invoices

Convert to Quote

When your workflow needs a quote version of existing invoice content, use the conversion path available from the document actions.

When It Helps

  • rebuild a proposal from an existing commercial document
  • reuse partner and item data without starting over
  • align a follow-up quote with a previously prepared invoice draft

Typical Flow

  1. Open the source invoice
  2. Select the conversion action
  3. Review the generated quote draft
  4. Adjust quote-specific details before saving

Important Check

Conversion reduces manual entry, but the new quote still needs a review of dates, status, totals, and commercial terms before you use it.