Quotations & Conversions

Q: Why can’t I convert a quotation to a shipment, job, or invoice?

A: Please check that the quotation status is either Quote Sent, or Accepted, and ensure all mandatory fields are completed (e.g., pickup/delivery routing). If it still fails, provide the quotation number + screenshot in your support channel for escalation.

Q: Can I reuse the same quotation for multiple shipments in the same month?

A: Yes. Either reconvert the same quotation (confirm when prompted) or create a shipment and link it to the quotation number.

Q: Why does my Quotation or Invoice status return to Draft after printing?

A: Printing before approval may revert status for some documents. Once approved, status remains Submitted/Posted.


Documentation owner: Fr8Labs Customer Success. Formatting reviewed: 21 September 2026; product behaviour not reverified in this formatting pass.