Create Quote Templates on Tradify Mobile

Instructions

1. Navigate to the Sales page.
2. In the Quotes section, select See all.
   
   
    
3. Select the ... icon.
   
   
    
4. Select Create New Template.
   
   
    
5. Name your Template and select OK.
6. Fill out the details as needed.
7. Select Save.

Quote Template Fields & Options

Quote templates have a few fields and options that enable you to add detail and items to the template to make quoting using the template easier in future: 

Template Name: This field is used to create the name you will select to use this template.

Description: Add information about the job/work being offered in the quote.

Tax: The default document tax setup (Inclusive, Exclusive, No Tax).

Line items: Time, Price list items, Kit, & Miscellaneous.

Notes: Text notes and files for internal reference.

Quote Attachments: Images (JPEG, PNG, JPG) and Files (PDF) to include with the Quote.

Additional Information

For info on how to use your newly created quote template, see here: Create a Quote from a Template