RELATED IDEAS
To be able to turn a sales order into an estimate/quote
it would be useful because we have clients that if the sum of the work order is over a certain amount, we have to then produce an estimate/ quote for an escalation code before we can invoice.
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ADMIN RESPONSENov 28, 2020
Although it's unlikely we would add functionality to cover this use case, there is an alternative already available. We would recommend creating a non-posting invoice for this scenario. The basic steps would be:
Create a new invoice template and rename it to show "Estimate" or "Quote" (or whatever name is suitable for your customers).
When created, right-click the invoice and Mark Tax Invoice as Pending. This will create a non-posting invoice that doesn't affect your financials.
nb. For this template, you should remove the Status Stamp from printing.
** This also allows you to use the SO to "pseudo estimate" workflow.