Estimates
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      What types of other financial documents can I convert an Estimate to?

      To convert an Estimate:

      • Open an Estimate
      • Click on the 3 dots in the Estimate description panel
      • Hover over "Convert to"
      • Select any Financial document

      Estimates - How to Convert EstimatesThis is also available through the Estimate panel in the Financials tab.

      Estimates - Converting Estimates

      The different documents you can convert an Estimate to are: