Proposals, estimates and requests
Convert a proposal to an estimate or invoice
Use this Pixie CRM guide to convert a proposal to an estimate or invoice. It covers the navigation path, key controls and the checks that confirm completion.
Where to goProposal → Convert
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for convert a proposal to an estimate or invoice, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Proposal → Convert in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Source document status, Customer, Currency, Items and totals.
- Then check Target document type. Use verified information and do not fill optional values with placeholders.
- Complete Convert a proposal to an estimate or invoice using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Source document status
Customer
Currency
Items and totals
Target document type
Checks before you finish
- Confirm customer, currency and expiry dates.
- Review quantities, rates, tax and discounts.
- Read client-facing notes exactly as the recipient will.
- Verify document status and activity after sending.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.