Video Guide
Instructions
- Navigate to the Quotes page.
- Select the New Quote button.
- Enter your quote details: customer's name, quote date, expiry date, and if the quote is tax inclusive or exclusive (Required).
- Add a reference and description (optional).
- Add line items to the quote. See item types below:
- Miscellaneous: This lets you add a custom line item to the quote that are not saved in Tradify already, e.g. Price List, Kit or Billing Rates (Time).
- Time: Select a billing rate to enter units of time (Hours) for your labour. To setup and manage your Billing Rates in Settings, see here.
- Price list item: Search and add items from your saved price list, (This may include supplier materials or custom reusable items). To manage your Price List in Settings, see here.
- Kit: Search for and add a saved kit (a group of commonly used items like labor and materials) to quotes. Click the + icon next to the item code to expand and edit the kit's line items. To setup and manage your Kits in Settings, see here.
- Preview your quote in the Preview tab to ensure it looks right for your customer. To change the quote's appearance, select Customise Document Theme. If you need multiple display options for different customers or job types, add more document themes using this guide: Managing Multiple Document Themes
- If you would like to include options in your quote, add the option item(s) to an optional section. Learn more about Creating a Quote With Options.
- When your quote is complete, select Approve. This prevents it from showing as a draft, allowing your customer to accept or decline the quote online.
Note: When emailing a quote, all previously added email addresses that the quote has been sent to will be included in the 'to:' field and therefore visible to all recipients. Please keep this in mind if you test emailing the quote to a personal email address.
Understanding What Each Field Means
| Field | Description |
|---|---|
| Customer | Search for an existing customer by typing in the customer field. If it's for a new customer, click the '+' icon to create a new customer profile. |
| Quote Date | This is the date of the quote, and it defaults to today. |
| Expiry Date | Set the quote expiry date. This defaults to today's date plus the number of days specified in your Default Expiry Days setting. |
| Tax | Inclusive or exclusive. |
| Reference | Include a customer reference or order number if available. |
| Description | A brief description of the purpose of the quote or the work to be done. |
| Terms | Insert any terms of trade here - these will default to those in your Document Theme. |
| Notes | Feel free to add any notes or files to the quote. For information on attaching files, see here. |
Other ways to create a quote
At Tradify, we've made it flexible to suit a variety of workflows. When creating Quotes, you can use the menu items to create them from:
Additional Information
See here for more info on creating documents in Tradify: Create an Invoice from a Quote
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