Create an Estimate

Topic

Tradify makes it easy to send either a quote or an estimate.

If you select Estimate mode for a Document Theme, the term "Quote" is replaced with "Estimate" in all customer communications.

This applies to emails, text messages, and online viewing. Noting, that within your Tradify account, the term "Quote" will still appear.

Video Guide

Instructions

Here's how to get started with the Estimates feature:

1. Navigate to Settings.
2. Select Document themes.
3. Either select an existing Document theme to edit or create a new one by selecting New Document Theme.
4. In the Theme, select the the Quotes tab.
5. Change the Document Contract Type to Estimate.

6. Rename the Quote Title and Draft Quote Title Field to match.
   
   

   Note: To copying an existing document theme, click the copy icon highlighted in the blue box.
   
   

7. If estimates are the most common type of quote document you send, set this document theme as the default to save you from having to select the theme every time you create a new estimate.
8. Update an existing email template or create a new one to use when sending estimates: Email Templates in Tradify
9. Update the quote number sequence if needed: Quote Settings

Here's what your customer will see when viewing the estimate: 

Additional Information

See here for more info on quote document themes: How To Use Document Themes for Quotes