The act of converting a proposal with the Order Type of "Demo" to a "Standard" sale can be accomplished by following these instructions:
Locate the Demo order that you wish to convert. It should have the Order Type of "Demo" when it was originally submitted.
When in the proposal view, locate and click the "Version" tab in the blue action bar.
From the Version window, duplicate the version of the Demo proposal that you would like to convert to a Standard sale by clicking the "Copy" button.
Open the new version that you have created. It should show as a "Draft".
Click the Order Type field to change it to "Standard."
Next review each page of the proposal in PREO to make sure that all information is accurate and has copied over correctly from the original proposal.
IMPORTANT: If your original Demo proposal was created prior to current features being released, you may experience some issues with information carrying over. You may need to update some newly added fields manually in this case, so it is important not to skip this review step.
Finally, once you have confirmed that all information on the proposal is accurate and that the proposal is set to Standard, you can proceed as you would any other Standard proposal. Use Win Helper to fulfill your necessary requirements, generate your paperwork for signature and submit the proposal once all requirements have been met.