Turning a quote into an order

Open the quote from the Quotes tab within the opportunity.
Click Convert. The tab displayed switches automatically from the Quotes tab to the Orders tab and the Convert Order page is displayed. Convert is available even if the expiration date on a quote has passed. However, you receive a warning message if you try to convert an expired quote.
Add the information in the Convert Order page. For more information about available fields, see Convert Order page fields.
Click Save. When you save the order, a link to the related quote can be accessed from the Associated Quote column in the Orders tab. A link to the related order can be accessed from the Associated Order column of the Quotes tab. Once the order is saved, you can:
- Change Summary. Gives you access to the Order Summary panel and to the Line Items discount area.
- New Line Item. Allows you to add a new line item to the order.
- New Free Text Item. You can add a free text line item, for example, for a product which is not displayed in your standard price list. You can add a Description, Quantity, and Price for the line item. These line items will be included on the printed order.
- New Comment Line Item. You can add a free text comment, for example, to add extra information about another line item in your quote. You can add a Line Number and a Description. For example, if you add the Line Number 2, then the comment will be positioned as the second line item. If you have already selected other line items, their line item numbers will be re-sequenced. Comment line items will be included on the printed order.
- Clone.Creates a new order based on the existing order information.
- Merge to Word or Merge to PDF. Mail merges the order with an order template document. If your system administrator has disabled the Merge to Word option, Merge to Word isn't displayed.
- Add This Record To A Group. Adds the order to an existing group of orders to use, for example, as part of a mailing action. For more information, see Groups.