Convert a Lead and Create Quotation
In DreamzFSM, converting a lead to a quotation is a streamlined handoff from marketing to sales — the system auto-fills customer and contact details so you can focus on building an accurate, professional pricing proposal.
Overview
Open the Lead, choose Convert to Quotation, and DreamzFSM pre-populates customer and contact details automatically. You then add items from the Price Book, adjust quantities, discounts, taxes, and terms, attach scope files, select a branded template, and preview before saving and emailing a PDF to the prospect. The quote is tracked with a clear status (e.g., Draft, Sent, Accepted), and when approved you can convert it directly into a Sales Order or Work/Job Order — keeping inventory, scheduling, and billing in sync while preserving a complete audit trail from lead to sale.
Here is a reference video:
Steps to Convert a Lead and Create a Quotation
Step 1 – Navigate to the Lead List
From the menu, click on Pipeline and then click on Lead to open the Lead List.
Step 2 – Convert the Lead to a Quotation
From the lead list, click on Convert next to the lead you wish to convert, then select the Convert to Quotation option.
Step 3 – Build the Quotation in the Estimation Screen
The Estimation Screen is your quote builder. Customer information is pre-populated from the lead. Build line items via the Price Book — entering rate, quantity, unit, tax, and notes (with AI assistance available). You can also pull services from the Service Book or Service Templates, compare multiple Options, and DreamzFSM will auto-calculate line and grand totals. Additional sections such as Custom Services, Diagnosis, and Schedule allow you to further enrich the estimate.
Step 4 – Save the Quotation
Once all line items, pricing, and details are complete, click Save. The quotation will be created and tracked with a status (e.g., Draft, Sent, Accepted). You can then preview, email the PDF to the prospect, and — when approved — convert it directly into a Sales Order or Job Order.
Tips for Converting a Lead and Creating a Quotation
- Use the Convert to Quotation path when a lead has expressed clear interest in a specific service and you are ready to send a formal pricing proposal — this eliminates re-entering customer data.
- Take advantage of the Price Book and Service Book integrations in the Estimation Screen to quickly populate accurate line items rather than entering services and prices manually.
- Use the multiple Options feature to present tiered pricing (e.g., Good, Better, Best) within a single quotation, giving the customer meaningful choices while keeping proposals organized.
- Always review the auto-calculated totals before saving to verify that taxes, discounts, and line items have been applied correctly.
- Attach relevant scope files or supporting documents to the quotation so the customer has all the context they need to make an informed decision.
- Once a quotation is approved, convert it directly into a Sales Order or Job Order to keep inventory, scheduling, and billing seamlessly connected without re-entering any data.
Frequently Asked Questions
How do I convert a lead directly into a quotation in DreamzFSM?
Go to Pipeline → Lead, locate the lead you want to convert, click the Convert action icon, and select Convert to Quotation. The Estimation Screen will open with customer details pre-filled from the lead.
Do I need to re-enter customer details when creating the quotation?
No. When you convert a lead to a quotation, DreamzFSM automatically pre-populates the customer and contact information from the lead record, so you can go straight to building the line items.
How do I add line items to the quotation?
Use the Price Book to add services and materials with their rate, quantity, unit, tax, and notes. You can also pull services directly from the Service Book or apply Service Templates for faster quote building. DreamzFSM auto-calculates all line and grand totals.
Can I include multiple pricing options in a single quotation?
Yes. The Estimation Screen supports multiple option sheets (e.g., Good, Better, Best), allowing you to present tiered service levels or pricing scenarios within one quotation for the customer to choose from.
What happens after the quotation is approved by the customer?
Once approved, you can convert the quotation directly into a Sales Order or Work/Job Order from within DreamzFSM, keeping inventory, scheduling, and billing aligned and maintaining a full audit trail from lead to sale.
Related Articles
- Lead List
- Convert a Lead to a Customer
- Convert a Lead to Opportunity
- Create Estimates and Estimate Listing
- Configure Price Book For Services And Materials