Convert Quote to a New Subscription

This article discusses the process of converting a Quote to a new Subscription.

Preconditions:

1. Quotes must be enabled from Menu > Setup > Settings.
2. Quote must already be created.
3. Customer must be able to provide electronic signature to accept the Quote. 
4. Customer payment method is required to convert the Quote to a Contract. 

Steps:

1. Navigate to Menu > Quotes.
2. Click the Gear icon for the Quote ID, and click Convert to New Subscription.

3. The quote automatically converts to a Subscription. Click Activate from the Actions Column. 

5. Confirm the Subscription details and click Activate.