Auto-Convert: More Flexible Conditions for Deposit & Contract Rules

Shared by Jessica • April 29, 2026

Hi there,

Auto-conversion rules just became more powerful. Rules set to trigger on "Deposit and Contract Signed" can now also check Client Type and Invoice Term as additional conditions — giving you finer control over when quotes convert automatically.

What's New:

- Auto-convert rules using Deposit and Contract Signed as the trigger can now also require a matching Client Type

- Optionally, a matching Invoice Term can also be required

- All conditions must be met before the conversion fires

How to Use It:

- Go to Settings > Auto-Convert and open or create a rule

- Set the trigger to Deposit and Contract

- Optionally add a Client Type and/or Invoice Term condition

- Save — conversions will only trigger when all selected conditions are satisfied

Benefits:

- More granular control over which orders convert automatically

- Prevents unwanted conversions for clients or terms that require manual review

- Reduces manual overrides after auto-conversion fires incorrectly

If you have any questions, please reach out to our team through the chat or by emailing [email protected].