# How to convert Quotation to Proforma Invoice?

**URL:** <https://community.getswipe.in/t/how-to-convert-quotation-to-proforma-invoice/2285>\
**Category:** General\
**Created:** [March 25, 2025, 6:32am UTC](https://community.getswipe.in/t/how-to-convert-quotation-to-proforma-invoice/2285 "2025-03-25T06:32:00Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Rohit](https://avatars.discourse-cdn.com/v4/letter/r/41988e/32.png) [@Rohit](https://community.getswipe.in/u/Rohit)\
**Post date:** [March 25, 2025, 6:32am UTC](https://community.getswipe.in/t/how-to-convert-quotation-to-proforma-invoice/2285/1 "2025-03-25T06:32:00Z")

</div>

**To convert Quotation to Proforma Invoice, Follow the below mentioned steps:**

**Step 1:** Click on the **Quotations** in the Taskbar.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/4/4068c42e7a1daff2eccfc9334c6e711c07c3b597.png)

**Step 2:** Select the Quotation you want to convert \>\> Click on three dots option.

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/f/f7bb0332238524c9adb2056a9fdb2194115ca2d7.png)

**Step 3:** Select the **Convert** Option and Click on **“Convert to Proforma Invoice”.**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/4/45e57fdbe8035186e244f79b0de3e021147a7b20.png)