How to Create a Quote Template on Tradify Mobile

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Quoting

Topic

Today we will walk through how to make a quote template in the mobile app.

 

Instructions

To get started:

  1. Head to the 'Sales' tab on the navbar > Then next to 'Quotes' tap 'See All'.

    Quote template 1.jpg
  2. From this page tap the 3 dots.

    Quote template 2.jpg
  3. Then on the pop up tap 'Create New Template'.

    Quote template 3.jpg
  4. Then fill out all the details of your template and your all done! 

 

Additional Information

for how to make a quote template on web, see here: Create Quote Templates on Tradify Web

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.