As soon as a quote has been marked as accepted, it just takes one click to create an order confirmation for your customer. However, you won’t be able to customise this order confirmation.

Next, choose whether you want to download the automatically generated order confirmation, print it out, or email it directly to your customer.

As well as the associated quote, you can later track when the quote was sent by email. To see the order confirmation in the project, you must upload it as a document to the associated project.

Go here to learn how to upload documents directly to a project.