Mobile quotation software for field sales.

Mobile quotation software lets sales representatives prepare and review customer proposals away from the office. DreamzFSM connects quotation details with customers, products and the sales workflow, so a conversation in the field can move into a structured offer instead of a separate message or spreadsheet.

Yes. Use the mobile app to start a quotation, add the customer and complete the required details. Include the relevant items or template, then preview the proposal. Prepare the offer while the requirement is clear, and follow your approval process before making a commitment.

Yes. The mobile workflow supports starting a quotation from a selected opportunity as well as creating one directly. Using the opportunity keeps the proposed sale connected to the customer discussion. Check the customer, item requirements and commercial details before saving.

Yes. Service Templates store named sets of items or services that can be reused in quotations, sales orders and invoices. Select the relevant template, then check its contents against the current request. A saved template is a starting point, not a substitute for reviewing the new offer.

The Field Sales platform connects mobile quotations with pricing and inventory visibility, and supports customer-specific pricing and terms. Review the current stock record and the commercial conditions before sharing an offer. A displayed quantity should not be treated as a reservation or guaranteed delivery date.

Yes. The mobile quotation workflow includes a signature and file attachments. Keep the supporting document relevant to the proposal and confirm whose signature is being recorded. Adding a signature or file should not replace the separate approval and acceptance steps used by your team.

Yes. Mobile quotation creation includes a Preview option. Use it to check the customer information, item lines, charges and supporting detail before saving. Reviewing the complete proposal together helps catch an unclear quantity or missing commercial condition before the quotation is shared.

Quotation setup includes notification choices, and the web creation workflow allows selection of customer-panel visibility and email recipients. Check those settings for each proposal. Use the configured sharing process without assuming that every internal note or supporting file is automatically intended for the customer.

Approval is the review step used before recording the customer decision. Acceptance records that the quotation is proceeding; a rejection or decline records a different outcome. Keep both decisions clear. The mobile guide uses Accept / Reject, while the web conversion guide uses Accept / Decline.

Yes. In the documented web workflow, approve the quotation, record acceptance and use the conversion action. The sales order opens with the quotation details populated. Review those details, add any necessary notes and signature, and save the order. Conversion is not confirmation of delivery or payment.

Confirm offline quotation behavior for your app version and deployment before relying on it. The published Field Sales quotation guide does not establish an offline guarantee. Current stock, notification delivery and shared approval updates should be checked with connectivity available.

Bring a sample customer enquiry, a typical product or service list and one quotation your team uses today. Include the required terms, supporting documents, approval responsibilities and the next order step. These give the walkthrough a practical example from creation through customer response.