How to turn a quote into a sale
Web
Updated Aug 2026
For customers who want a price before they buy, RushFlow lets you issue a quote and later convert it into a sale in one step — no re-keying the items. Stock and accounts only move when the sale actually completes, so a quote never touches your inventory or books prematurely.
Step by step
- Create the quoteAdd the items and give the customer a quote with the agreed prices.
- Customer decidesThe quote sits ready. It does not reduce stock or post to accounts while it is only a quote.
- Convert to a saleWhen the customer is ready, convert the quote to a sale and take payment. Stock and accounts update on completion.
Frequently asked questions
Can I convert a quote into a sale without re-entering items?
Yes. Convert the quote directly into a sale; the items carry over and stock and accounts update when the sale completes.
Does a quote affect my stock?
No. A quote does not reduce stock or post to accounts until it becomes a completed sale.
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