Converting a quote carries its details into a new application, so you don't re-key them.
Convert a quote
Go to the Quotes tab.
Find the quote. The All / Mine toggle and the date filter narrow the list.
Open the quote.
Select the option to convert it to an application.
Check the details that carried across.
The application opens with the quote's details in place, and it appears in your Applications list.
Who can do this: anyone with the Applications → Quote convert to application permission. If you can't see the option, ask whoever manages your users to switch it on - see Set user permissions.
Finish what a quote doesn't cover
A quote prices the deal. The application also needs the people and the paperwork:
Guarantors and beneficial owners, on commercial deals - see Add guarantors and beneficial owners
Signed privacy consent - see Send privacy consent
The checks the lender wants - see Run an individual credit check, or on commercial deals Run a company credit check
Supporting documents - see Upload supporting documents
The application keeps the quote's application type. If it's the wrong one, change it - see Create a new application.