Exploring Options for Quote or Invoice Templates with Enquiries

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Enquiries & Quoting | Invoicing

Topic

This entails the utilization of quote or invoice templates directly with Enquiries in Tradify.

Currently, Tradify does not have a feature that allows for this direct functionality.

However, I'm pleased to offer a workaround that may address your needs:

 

Instructions

  1. Create a Job from Enquiry:

    • Begin by creating a job from the enquiry.
  2. Switch to Quote or Invoice:

    • Once the job is created and assigned a job number, navigate to the "Quote" or "Invoice" tab.
    • Click "Create New."
  3. Utilize Templates:

    • In the new quote or invoice creation screen, you will have the option to use templates.
    • Select the desired template to streamline the process.

 

Additional Information

While this workaround may involve an additional step, it allows you to leverage quote or invoice templates with enquiries effectively. If you have any further questions or if there's anything else I can assist you with, please feel free to reach out. support@tradifyhq.com 

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