I am trying to make a quote with a quote log ( numbered) and then to convert to sale.

I have very basic knowledge of Excel but I am learning fast.


What I am trying to do is to create a quote that has a quote number- this to be logged on to a sheet for recall and reference to topics ( type of quote. only 4 headings)

then. if accepted to convert to a sale ( this would have stage payments on it.

then. on completion. share details to a service plan.

Not much to ask on my first question is it?