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Create a contract from a proposal

Start a contract from a saved proposal and convert a lead when required.

Create a Contract from a Proposal

Open the proposal summary and click Create Contract when you are ready to prepare a contract.

If the proposal belongs to a customer, Neptune opens the contract creation page.

If the proposal belongs to a lead, Neptune asks you to convert the lead to a customer first:

  1. Click Create Contract.
  2. If the lead has active sequences, choose whether to stop them or keep them running. Stop active sequences is selected by default.
  3. Review the conversion message and click Convert to customer.
  4. Neptune converts the lead and opens the new customer record.
  5. Return to the proposal when you are ready, then click Create Contract again.

To split category-assigned products into separate documents during contract creation, see Contract document types.

The proposal remains connected to the record after conversion. See Leads for more information about converting leads.