Automatic conversion

With this function, you can determine what happens after an offer is accepted. You can decide whether an accepted offer is automatically converted into an order or an invoice. This happens both when your customer accepts the offer in the customer portal and when you accept the offer directly in AbaNinja as the offeror.

• Automatic conversion to order: The offer is converted into an order immediately after acceptance. All information is taken over.
• Automatic conversion to invoice: The offer is converted into an invoice immediately after acceptance. All information is taken over.
• No automatic conversion: The offer remains in the status "confirmed" and you decide how to proceed.

The new document is always created as a draft. You can still edit, supplement or send it directly before sending. The original offer is automatically moved to the "done" register and receives the status "converted".

Notes and tips

• Automatic conversion saves time and prevents transmission errors, as all data is taken over directly.
• You will be notified when an offer is accepted or rejected.
• The setting can be adjusted at any time to suit your processes.
• If "no automatic conversion" is chosen, you retain full control over the process.