How To Create a Quote Template on Tradify Mobile

Learn how to create a Quote Template on Tradify Mobile. For web users, check out Creating Quote Templates on Tradify Web.

Creating a New Quote Template on Mobile

To create a Quote Template:

  1. Head to the Quotes Dashboard, which you'll find on the bottom navigation bar.
  2. Select the Add_button.png button to create a new Quote.
  3. Fill in your quote as you'd like to see it in a Quote Template.
  4. Select the ... button in the upper right corner.
  5. Select Copy To Template.
  6. Name your new Quote Template.
  7. Fill in your fields as necessary and select Save.

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