Today we will walk through how to make a quote template in the mobile app.
To get started:
- Head to the 'Sales' tab on the navbar > Then next to 'Quotes' tap 'See All'.
- From this page tap the 3 dots.
- Then on the pop up tap 'Create New Template'.
- Then fill out all the details of your template and your all done!
for how to make a quote template on web, see here: Create Quote Templates on Tradify Web