Convert Quote to Opportunity
This feature is generally available and automatically enabled for all CRM+ customers. No setup required. Any user with CRM+ access can use it.
What's New
You can now convert a Quote directly into an Opportunity — no more cancelling and starting from scratch.
If a Quote grows in scope and you need to track it as a formal Opportunity for your pipeline and forecasting, BuildOps previously had no conversion path. You had to cancel the Quote, manually re-enter every pricing line and detail into a brand-new Opportunity, and accept that the two records would have no connection to each other. That meant duplicate data entry, room for costly mistakes, and no audit trail linking your quoting work to the deal in your CRM.
Now, a Convert to Opportunity action on the Quote detail page opens the Create Opportunity flyout, pre-populated from the Quote version you're viewing — pricing, in-scope assets, and attachments included. The originating Quote and the resulting Opportunity are linked to each other going forward.
How It Works
Step 1: Convert a Quote from its Detail Page
From any Quote detail page, go to Actions → Convert to Opportunity. This opens the Create Opportunity flyout, pre-populated from the Quote version you're currently viewing. A banner names the source version (e.g., "pre-populated from Version 3") so you always know where the data came from.
Step 2: Review the Pre-Filled Details
The flyout carries over everything you'd otherwise have to re-key:
Pricing transfers into the Opportunity's Estimate tab
Selected assets are marked In Scope
Attachments carry over automatically
Review the pre-filled flyout, make any adjustments you need, and create the Opportunity.
Step 3: The Quote and Opportunity Are Now Linked
Once you convert, the two records reference each other automatically:
The Opportunity ID appears on the Quote
A Quote reference appears on the Opportunity
This association lives at the Quote level, so the linked Opportunity ID shows no matter which version of the Quote you have open — the same way Job IDs display today.
Opportunity ID displayed on the Quote
Quote reference displayed on the Opportunity
Step 4: The Original Quote Is Automatically Cancelled
To make sure revenue isn't tracked twice, the original Quote is automatically set to Cancelled on conversion. It stays linked to the new Opportunity so you can always trace the history back.
Step 5: Reopening a Converted Quote
If you reopen a cancelled Quote that's linked to an Opportunity, you'll see a confirmation modal warning that the Opportunity will be disassociated. If you confirm, the link clears on both records, freeing up the Quote.
Confirmation modal shown when reopening a cancelled, associated Quote
What Happens to Your Existing Quotes
This feature doesn't change anything about your existing Quotes or Opportunities on its own — it only takes effect when you actively use the Convert to Opportunity action. No migration, backfill, or setup is required on your end.
Limitations
No manual disassociate control. Disassociation only happens through the reopen-Quote confirmation flow described in Step 5 — there's no standalone unlink button.
No bulk conversion. Quotes convert one at a time.
Forms don't transfer. Attachments carry over, but Forms on the Forms & Attachments tab do not, since Forms don't exist on Opportunities.
Opportunity estimate details don't carry back to the Job Report. When an Opportunity is marked Closed Won, its estimate details do not flow back into the Job Report in Core.
Frequently Asked Questions
Q: What happens to my original Quote after I convert it?
A: It's set to Cancelled to prevent double-counting revenue, but it stays linked to the new Opportunity for audit purposes.
Q: I converted from Version 2 — why does the link show on Version 1 too? The association is tracked at the Quote level, so the Opportunity ID appears regardless of which version you're viewing — similar to how Job IDs are currently displayed.
A: Can I unlink an Opportunity from a Quote? Only by reopening the cancelled Quote, which prompts a confirmation and disassociates both sides. There's no manual unlink, and bulk conversion isn't supported yet.