Description
There needs to be a way that the approved quotes can be converted into an invoice. It doesn’t make sense for me to have to manually go in and create an invoice off of the quote that’s already been approved. It would help streamline our processes if we were able to set an automation to create an invoice when the quote has been approved. It should also integrate with quickbooks and create the invoice there as well.
What are you trying to achieve
Streamline processes.