Spawning other document types from a quote

Daylite Sales Assistant allows the following documents to be added to an opportunity:

• New Quote
• New Sales Order
• New Proforma
• New Invoice
• New Suppler Order
• New Packing Slip

Document types in DSA

There are also options to spawn another document type from the selected document type. Depending on the documents in play various actions result. For example when creating a New Invoice from a quote Daylite Sales Assistant sets the Opportunity to WON and makes a new Project, taking the user to the new document.