Convert a Lead and Create Quotation

In DreamzFSM, converting a lead to a quotation is a streamlined handoff from marketing to sales: you open the Lead, choose Convert to Quotation, and the system auto-fills customer and contact details so you can focus on pricing. You then add items from the Price Book, adjust quantities, discounts, taxes, and terms, attach any 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:

Follow these steps:

1. From the menu click on Pipeline and then click on Lead.

2. From the lead list click on Convert and then select convert to quotation option.

3. The Estimation screen is your quote builder. Add customer info and then build line items via Price Book (rate, qty, unit, tax, notes AI help available). Pull services from Service Book/Templates, compare Options, and DreamzFSM auto-calculates line and grand totals; extra sections (Custom Services, Diagnosis, Schedule) let you enrich the estimate before saving or sending. Once done click on Save.