Converting a Quote to a Sale in Solatech Focus

Converting a Quote to a Sale in Solatech Focus


Once your customer is ready to buy, you'll need to convert your quote to a sale. This article provides instructions on that process.  This feature is only available to users who are Sales Reps or Account Administrators.


  • From your Home screen, Click on the Quotes link at the top of the page.
  • Locate the quote to be converted and click on the quote number hyperlink .

  • On the Quote Review window, use the Workflow section and select the Convert to Sale button.

  • You will see a pop-up confirmation message as shown below.
  • Press OK to continue.

  • You will see a confirmation banner at the top of the sale review page .

Related articles

  • How to Enter a Payment
  • How to View a Report
  • How to Email a Report
  • How to edit a quote or sale

Applies To: 

  • Solatech Focus