3 min readUpdated July 2026

Move an accepted quote into a job

Carry approved commercial context into delivery.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Confirm the quote is accepted and the client details are correct.
  2. Create or link the job from the accepted quote.
  3. Review the inherited scope, value and ownership.
  4. Set required dates, manager and initial production status.
  5. Add the delivery tasks and brief the team.

Good practice

Treat the quote-to-job step as a controlled sales-to-production handover.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.