Convert Existing Documents to Any Document Type

Quickly convert existing documents into any document type to save time, eliminate double entry, and handle unique project workflows. Whether you’re creating a purchase order from a customer selection or generating a change order from a bid request, this feature gives you complete flexibility to manage documents the way your projects actually flow. All item details and file attachments will carry over to the new document type, helping you maintain consistency while working faster.

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This flexible conversion process helps you manage real-world project scenarios without redundant work.