Create a Quote from a Template

Who can use this?

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

  1. Head over to Quotes or Customer Profile - Quotes tab
  2. Select New Quote from Template. 
  3. Using the drop-down field, select the relevant Template.
  4. Select OK.
  5. Once you’ve added all the necessary details to your Template, select Save.

 

 

 

 

Note: If you would like Tradify to pull through the latest pricing from your Price List Items and Billing Rates, please select "Update template with latest price list items and billing rates".
Note: Tradify will now take you to the Template.  If you'd like to add extra details to the Template, feel free to do so now.

 

 

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