This article covers off the approving, accepting, & revising stages of a quote.
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, open up the relevant quote and then select the Approve button (located in the bottom right-hand corner).
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 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).