Convert a mockup to a quote
Turn an approved mockup session into a quote in the Leads pipeline.
Where to find it
Studio status bar → Convert to quote, or session card menu → Convert to quote.
Steps
- Click Convert to quote.
- Fill in the customer contact details and the quantities per size for each item.
- Confirm. A quote group is created in Leads → Quotes with one line per item, the mockup renders attached, and a link back to the session.
The mockup session status is unchanged; you can keep iterating and convert again (creating another quote).
Common questions
Pricing on the converted quote is empty. The product has no pricing tiers covering the quantity. Add tiers and edit the quote.
Can the client convert it themselves? No. Conversion is a team action. Clients approve; you convert.