Convert a proposal to an estimate or invoice | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice Publisher: Pixie Technologies LLC How-to guide Convert a proposal to an estimate or invoice Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on. Reuse accepted proposal information to create the next sales document without retyping items. Audience: Authorised staff; Feature: Invoice; Permission-aware; Where to goProposal → Convert Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account. What this guide helps you do Reuse accepted proposal information to create the next sales (https://pixiecrm.com/help-centre/topic/sales) document without retyping items. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation. Follow these steps - Start from Proposal → Convert and open the relevant record or view. - Verify that the record is in the correct status and that you have permission to perform the action. - Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing. - Select the action described by “Convert a proposal to an estimate or invoice (https://pixiecrm.com/help-centre/topic/invoice)” and complete the displayed options. - Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview. - Verify the action and wait for the success message before leaving the page. - Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome. Settings to check Customer (https://pixiecrm.com/help-centre/topic/customer) and billing addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Invoice (https://pixiecrm.com/help-centre/topic/invoice) number and datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Currency (https://pixiecrm.com/help-centre/topic/currency) and payment (https://pixiecrm.com/help-centre/topic/payment) termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Line items, quantity and rateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Taxes (https://pixiecrm.com/help-centre/topic/tax), discount and adjustmentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Client (https://pixiecrm.com/help-centre/topic/customer) note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Checks before you finish - Confirm the customer (https://pixiecrm.com/help-centre/topic/customer) and currency (https://pixiecrm.com/help-centre/topic/currency) before adding items. - Review totals and tax (https://pixiecrm.com/help-centre/topic/tax) treatment before sending. - Do not edit a paid invoice (https://pixiecrm.com/help-centre/topic/invoice) without following the organisation’s accounting procedure. - Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff. - Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record. Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process. Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer) Related guides Convert an estimate to an invoice (https://pixiecrm.com/help-centre/convert-an-estimate-to-an-invoice)Send and manage an estimate (https://pixiecrm.com/help-centre/send-and-manage-an-estimate)Receive and manage estimate requests (https://pixiecrm.com/help-centre/receive-and-manage-estimate-requests)Create an estimate (https://pixiecrm.com/help-centre/create-an-estimate)Create an estimate request form (https://pixiecrm.com/help-centre/create-an-estimate-request-form)