From Accepted Proposal to Active Work

There's no separate "convert" step to run. When a client accepts a proposal, ClientCasa reads the Quote and creates everything you need to start billing — automatically, in one pass.

Steps

1. Your client accepts the proposal — by signing the Agreement, or by clicking Accept on a quote-only proposal. (You can also use Mark accepted in the composer for an offline yes.)
2. ClientCasa creates an engagement project named after the proposal. New invoices, schedules, and milestones anchor to it.
3. Each Quote line is routed by its billing settings:
   • One-time, billed when accepted → a single draft invoice with those lines.
   • One-time, billed on a date or at a milestone → a payment schedule of installments.
   • Recurring, billed when accepted → an active subscription that the billing sweep charges on schedule.
   • Recurring, billed at a milestone → a subscription that stays dormant until you complete that milestone, then activates.
4. If the Quote had client-configurable options (tiers, add-ons), only the lines the client selected are carried over.
5. The client is promoted from a prospect to an active client.
6. From there, track invoices, payments, time, and milestones against the new engagement project as usual.