Emailing Quotes on Tradify Web

Learn how to email your Quotes on both Tradify Web and Mobile. 

Tradify offers the ability to set up and use preconfigured email templates to help speed up the emailing process. For more information on creating email templates, please see here.

 

Emailing an Individual Quote

To email an individual quote:

  1. Head over to the Quotes Dashboard
  2. Open up the relevant Quote.
  3. Once open, click the Email icon (top right corner).
  4. Several fields will be available to edit. Use these fields to customise your email. 
  5. When ready, select Send.

Email_Quote_1.png

If you'd like to send yourself a copy, simply toggle on "Send me a copy" (next to the Send button).

Email_Quote_2.png

 

Bulk Emailing Quotes

If you'd like to email multiple quotes at the same time, you can do so via the Quotes Dashboard. From here, search and highlight the quotes you're wanting to email > then select the Email icon.

Important Note: You can email multiple quotes for multiple customers in one go. The only thing to note is that you'll need to use the same email description for the lot.
If you'd like to personalise specific parts of the email description, then you can do so by including quote variables. More on this can be found in the next section of the article.

Email_Quote_3.png

Within the next screen, several fields will be available to edit. Use these fields to customise your email.

Important Note: Please ensure that your customers have a valid email address associated with them. In the screenshot below, we show two separate customers: Chop House and Tradify HQ. Chop House doesn't have an email associated with their customer record, whereas Tradify HQ does. Notice how Tradify HQ has this displayed in the image below.

Email_Quote_4.png

 Once you've entered all your relevant details, click Send.

Note: If you'd like to send yourself a copy, simply toggle on "Send me a copy" (next to the Send button).

 

Using Template Variables

Quote Variables are fields that are dynamically substituted when the corresponding text is entered. For example, if you wanted the Quote Number to automatically appear in the Subject Line of an email, you can achieve this by using the corresponding variable.

Note: Quote Variables can either be used in the Subject Line or within the body of the message itself. These variables are hardcoded into the system, which, unfortunately means, custom variables cannot be created for use.

To see a list of available variables, open up your template and then select "Want to use template variables?".

Email_Quote_5.png

The following variables will be shown:

Email_Quote_6.png

With regards to the examples above, notice how in the second example you can calculate a value by using basic 'add' and 'subtract' methods.

Using this method will allow you to render the desired value. i.e. [month -2] = current month - 2 months. In the example above, September is the current month, therefore, the value returned is "July".

Online Quotes & PDF Options

Tradify lets you wave goodbye to PDF quotes getting out-of-date or trapped in spam filters, by sending a simple link for customers to follow to view the most up-to-date quote online.

This link also lets you track emails and see when the customer has viewed the quote and lets them accept it online. You can see who has done what and when via the activity log at the bottom of each quote.

If you happen to have a customer who can not access the internet and can only accept Quotes when directly attached as a PDF to an email, you can change their quote delivery method to include the PDF without any tracking.

To do this:

  1. In the Customers section, find the customer you want to change.
  2. On the Information tab, scroll down to the Financial Information section.
  3. Here you will find the Quote Delivery Method setting where you can select Link & PDF Without Tracking.
  4. Hit Save.

Any future quote email will now include a link and a PDF. If they use the link you will still be able to see their activity, but you won't be able to see if they open the PDF.

 

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