Convert estimate to invoice: bill the quote they accepted

Open the estimate and choose to convert it to an invoice. CIPHER CRM creates a new invoice pre-filled with the recipient, lines, taxes and terms from the estimate. You check it and save, and both documents then show the link between them.

Yes. A proposal can convert to an estimate or go directly to an invoice, whichever fits the deal. Either way the new document is pre-filled from the proposal, so there is no need to create an estimate if the client already approved the price.

CIPHER CRM prompts you to convert that lead into a customer before the proposal becomes an estimate or invoice. Lead conversion carries the contacts, address, currency and assignees across, and it checks for a possible duplicate customer by email. If it finds one, you can merge or create a fresh customer.

The recipient, the line items, the taxes and the terms all come across from the original document. That keeps the approved price and wording on the new document, and you only need to review it and make any changes the deal calls for.

Yes. Every document shows what it came from and what it became. Open an invoice to jump back to its estimate or proposal, or open a proposal to see the estimate or invoice it turned into, so the full trail is always easy to follow.

No. Converting between proposals, estimates and invoices is part of every plan. Like every other feature in CIPHER CRM, it is available from the day you go live, which for most teams is within 1 to 3 days. Your existing data comes across with free data migration.