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:
- Head to the Quotes Dashboard, which you'll find on the bottom navigation bar.
- Select the button to create a new Quote.
- Fill in your quote as you'd like to see it in a Quote Template.
- Select the ... button in the upper right corner.
- Select Copy To Template.
- Name your new Quote Template.
- Fill in your fields as necessary and select Save.