How to Convert an Estimate to an Order
All Orders within ONYX Align begin as an Estimate. Orders are created by converting an Estimate into an Order.
Table of Contents
(1) Create an Estimate
-If you need assistance with creating an Estimate, see How to Create an Estimate.
(2) Provide the Estimate to the customer
-See How to Send an Estimate via Email or How to View, Print, or Download an Estimate to learn about the different methods available to deliver the Estimate to your customer.
(3) Click the "Convert to order" button
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