A quote becomes an order without being retyped

Short answer

A quote is written once. When the customer accepts it, the same lines become an order and the order becomes an invoice — nothing is entered twice. Expired quotes sit in their own state so they do not get mixed in with the accepted ones.

muhasebe.cirometre.com/quotes
SalesOrders and invoices in one place; purchase invoices live under Expenses.
+ New sale
OrdersInvoices
Orders this month1,284 −12.6% vs. same days last month
Revenue$271,450.00 excl. cancellations · avg. basket $211.38
Not invoiced96 orders $83,622.14 · bulk invoice
Cancel / return1.8% 96 orders · $2,567.86
AllDraftInvoicedCancelled
Channel: all
1,284 orders
Date ⇅ Customer Document no Channel Delivery Amount Status
26.09.2026Emma ClarkeINV-2026-01040Amazon USParcel$180.00Invoiced
25.09.2026Lukas WeberINV-2026-01041ShopifyParcel$4,079.00Draft
24.09.2026Sofia RossiINV-2026-01042EtsyParcel$3,958.00Invoiced
23.09.2026James PorterINV-2026-01043eBayParcel$3,837.00Invoiced
22.09.2026Marta NowakINV-2026-01044Own storePickup$3,716.00Draft
Quotes, orders and invoices in one list; the document state is on the row.

Retyping a quote creates errors

Opening the order by hand after a quote is accepted means typing the same lines again. Every difference — one unit, one discount, one tax rate — travels all the way to the invoice, and the customer is usually the one who notices.

When the quote converts, lines, quantities, discounts and prices carry over as they were. The quote itself stays on record, so "what did we actually agree" has an answer.

An expired quote is a different thing from a rejected one

A quote whose validity has run out is not a lost deal; it is a deal nobody chased. Keeping it in the same bucket as rejected ones hides work that is still worth doing.

Frequently asked questions

Can an accepted quote become an order automatically?

Yes, in one step. The lines, quantities, discounts and prices carry over; changes you make afterwards happen on the order.

Do customer-specific prices apply to quotes?

Yes. If the customer is linked to a price list, the quote uses that list rather than the default price.