Convert a Quote into an Order

On the Convert to Order page, users can seamlessly transform a quote into a confirmed order by clicking the Convert to Order button directly from the Quote record.
This action automatically transfers all essential details from the quote, including customer information, contact details, address, profiles, and other fields, into the new Order record. Additionally, Quote Line-Item details—such as product, quantity, unit price, tax, discount, and description—are accurately mapped to the corresponding Order Product records, ensuring data integrity and eliminating manual re-entry while maintaining consistency across the sales process

Convert the Quote into an Order using the ‘Convert to Order’ button: 

Follow the steps to create a Quote from Quote Console

The Axolt CPQ enables users to create orders from accepted quotes by simply clicking the Convert to Order button.

• Once the Quote is created, open the Quote record.
• Click on the Convert to Order button, available in the upper right corner.

• After clicking on the Convert to Order button, the system will take you to the order creation page. On the order creation page, you can see all the details along with the Line Items.

• On the Order creation page Price, Quantity, will be auto populated, select the Discount Plan if available or manually enter the Discount Percentage, enter the order Description if applicable.
• Click on the Save button to create an Order.
• Once you click on the Save button, an Order will be created with Draft status. You can see the created Quote record on the Order detail page.
• Note 1: – You can edit the existing Order Products or add new Products on the Order before activating the Order.

Quote Conversion for Subscription Products

Once the quote is created for subscription product, from the quote record, click on Convert to Order button. 

Note 2: Follow the same steps as mentioned above to convert a subscription product as well. All processes remain identical, with the addition of Start Date, End Date, and Duration fields displayed directly within the Line-Item section for subscription products. These details are stored in the Order Product record.

Note 3: Upon order creation for subscription products, subscription records are not generated immediately. Users must first generate an invoice, after which the subscription record is created in Draft status. The subscription activates only after successful payment.

Refer to the Subscription Process steps for detailed guidance.