Use SmartWrite to Write your Quote/Invoice Description for you on Tradify Web

Topic

In this guide we will show how to use one of Tradify's AI tools, SmartWrite, to take the stress out of writing descriptions for your quotes or Invoices, SmartWrite can write your quote/Invoice descriptions for you based on your added line items.

Instructions

To get started: 

1. Navigate to your Quotes or Invoices page.
2. Search for and select the quote/Invoice you want to work on or create a new one.
3. Add 2 or more items to your Quote/Invoice.
   
   
   
   
4. Select the SmartWrite drop down Menu.
   
   
   
   
5. Select SmartWrite Description.
   
   
   
   
6. Review the AI description to ensure you are happy with the information and select Insert.
   
   

The description added can be edited to your specific needs from the Description box once inserted, or you can use other SmartWrite features from the dropdown menu to adjust the tone or length, see here for more on this.

Disclaimer: Text Written by SmartWrite may have inconsistencies with the original text or tone, we recommend all inserted text written by SmartWrite is reviewed before saving your document.

Additional Information

See here for more info on quoting:

• 🎬 Quote Options
• Create an Invoice from a Job, Quote or Template