Create an Estimate

Topic

Tradify offers a simple way to choose between sending a quote, or a flexible ‘best guess’ estimate.

Video Guide

Instructions

When you choose 'Estimate' mode for a Document Theme, the term "Quote" is replaced with "Estimate" in customer-facing communications.

This includes emails, text messages and viewing the quote online. However, inside your Tradify account, the term "Quote" will still be used.

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 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 or create a new email template from the Email Settings to use when sending your estimate.

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