How to mark as Quote as Won

Overview

This guide explains how to mark a quote as won in Turbo, covering:

• Client approval via email and signature

• Internal approval when a customer confirms verbally

• How quotes move through different workflows (Sales Order, Work Order, Invoice, Hire Contract, etc.)

• When a quote is officially considered Won

The exact options available depend on which modules are enabled in your system.

Key Concepts

• A quote is marked as Won when it is successfully converted and saved into the next workflow

• Client approval and internal approval both lead to the same outcome

• Quotes are not marked as won until the next document is saved

• Available conversion options depend on enabled modules

Method 1 — Client Approval (Signature Workflow)

If customer approvals are enabled, quotes can be approved directly by the client.

Customer Experience

1. The quote is emailed to the customer.

2. The email link opens the quote online.

3. The customer clicks Approve or Reject.

4. If approving, they:

   • Enter their name

   • Provide a signature

Once approved, the quote shows a signature icon in the quotes list.

Filtering Approved Quotes

To quickly find client-approved quotes:

1. Go to Sales → Quotes.

2. Click the Approved filter.

This allows you to easily identify quotes that are ready to move forward.

Method 2 — Internal Approval (No Client Signature)

Not all quotes require a customer signature.

If a customer:

• Calls

• Emails

• Confirms verbally

You can proceed without client approval.

The workflow steps are the same after approval.

Converting a Quote to the Next Workflow

Regardless of how approval is received:

1. Go to Sales → Quotes.

2. Click the three dots (⋮) beside the quote.

3. Select the document you want to create.

Available options depend on enabled modules and may include:

• Sales Order

• Work Order

• Sales Invoice

• Proforma Invoice

• Hire Contract

If only certain modules are enabled, only those options will appear.

Important: When a Quote Is Marked as Won

A quote is not marked as won when:

• You open a conversion screen

• You start creating the next document

A quote is marked as won only when:

• The next document (e.g. Sales Order, Work Order) is saved

Changing Your Mind Before Saving

If you start converting a quote but do not save the new document:

• The quote remains active

• It is not marked as won

• You can return to the quotes list and choose a different workflow

Example

• Quote opened → Convert to Sales Order

• Realise you actually need a Work Order

• Close without saving

• Quote remains available

• Convert again to the correct workflow and save

After the Quote Is Won

Once the new document is saved:

• The quote is removed from the Active Quotes list

• It is considered Won

• You can view it via the quote history if required

Best Practices

• Only convert and save a quote when you are sure of the next workflow

• Use client approval and signatures where required

• Train users that saving the next document = winning the quote

• Use filters to manage approved vs unapproved quotes

Summary

To mark a quote as won:

• Customer can approve the quote via email and signature or

• You can proceed internally based on customer confirmation

• Click three dots → convert to next workflow

• The quote is marked as Won only when the new document is saved