Actioning Quotes in Tradify

Learn more about approving, accepting, revising and declining Quotes on Tradify's web app.

Jump Ahead:

Web:

  1. Approving Quotes
  2. Bulk Updating Quotes
  3. Accepting Quotes
  4. Revising Quotes
  5. Declining Quotes

Mobile:

  1. Approving Quotes
  2. Accepting Quotes
  3. Revising  Quotes
  4. Declining Quotes

Approving Quotes

It's recommended that you approve a quote once you've added all the necessary details to it and are ready to send it to the customer.

Once a quote has been approved, it will move into an approved state and will be located under the Awaiting Acceptance tab within your Quote Dashboard.

To approve a quote:

  1. Open up the relevant quote
  2. Select the Approve button (located in the bottom right-hand corner).

 

 

Bulk Updating Quotes

In Tradify, you can update Quotes in bulk easily. To do this:

  1. In the Quotes Dashboard, select the Quotes you'd like to action with the checkbox function.
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  2. Once selected, you'll see a selection of actions you can take in the upper-right corner. The actions are as follows (from left to right): Approve (if in Draft)Print, Email, Download and Delete.

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  3. Select your desired action and you'll receive a confirmation notification that the action has been taken in the Tradify system.

Accepting Quotes

It's recommended that you use this option once the customer has formally accepted your quote. If the customer requires amendments on the quote before accepting, please use the Revise function (covered in the following section).

Important Note: If you haven't already created a Job for your quote, Tradify will raise a prompt once the quote has been accepted. You can either have Tradify create the job for you or leave it as is. For the purpose of this video, we have selected "no" when asked this question.

 

Note: Once the quote has been accepted, the following options will be made available:

For more information on these functions, please click the relevant title.

 

Revising Quotes

Revising a quote creates a copy of the quote and also cancels the original. It's recommended that you use this function when a customer requires amendments to be made to the original.

Note: After using the "revise" function, Tradify will automatically take you to the new quote. Feel free to add your amendments to it now, or save it and apply them at a later date.
Saving the quote will leave it in a "draft" state, whilst the original quote can be found in the "Cancelled" tab (as shown at the end of this video).

 

Declining Quotes

To decline a Quote, you would:

  1. Head into your desired Quote.
  2. In the bottom-right corner, select the red Decline button.
  3. Select Yes in the confirmation pop-up box.

Your Quote will now be Declined. To undo this action, select Options then reset the Quote to a Draft state.

 

Approving Quotes

It's recommended that you approve a quote once you've added all the necessary details to it and are ready to send it to the customer.

To approve a quote:

  1. Open up the relevant quote
    You can do this either from the Dashboard, Quote Dashboard or through Customer Profiles.
  2. Select the Approve button (located in the upper right-hand corner).

Once a quote has been approved, it will move into an approved state and will be located under the Awaiting Acceptance tab within your Dashboard or Quote Dashboard.

 

Accepting Quotes

It's recommended that you use this option once the customer has formally accepted your quote. If the customer requires amendments on the quote before accepting, please use the Revise function (covered in the following section).

To accept a Quote:

  1. Select a Quote in the Awaiting Acceptance section.
  2. Select Response.
  3. Select Accept.
  4. Confirm you're ready to accept the quote.
  5. Choose whether you'd like a customer signature on the Quote.
    Selecting Yes will take you to a screen where your customer can sign on the screen using either their finger or an electronic writing device.
    Simply select Done when you're happy, or Reset to try again.  Read more about this at Getting Quote Signatures on Tradify Mobile
Important Note: If you haven't already created a Job for your quote, Tradify will raise a prompt once the quote has been accepted. You can either have Tradify create the job for you or leave it as is.

Once the quote has been accepted, the following options will be made available:

 

Revising  Quotes

Revising a quote creates a copy of the quote and also cancels the original.

It's recommended that you use this function when a customer requires amendments to be made to the original.

To revise a Quote:

  1. Head to either the Quotes Dashboard or the Dashboard, where you will see quotes that are Awaiting Acceptance.
  2. Select a Quote.
  3. There will be a panel of options for you anchored at the bottom of your screen. Select Revise.

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After using the Revise function, Tradify automatically takes you to the new quote. Feel free to add your amendments to it now, or save it and apply them at a later date.

Saving your Quote will transform your new Quote into a Draft state, whereas approving it will send it to Awaiting Acceptance.

When revising a Quote, the original can be found in the All tab in the Quotes section with a purple Cancelled label attached.

 

Declining Quotes

To decline a Quote on Tradify mobile, you'll need to:

  1. Head to your desired Quote. This quote needs to be Awaiting Acceptance.
  2. Select the Response button in the upper-right corner.
  3. Select Decline.
  4. Select Yes in the confirmation pop-up.
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