How To Email Invoices From Tradify's Mobile App

Learn how to email your Quotes on both Tradify's mobile app. Check out Emailing Quotes on Tradify Web for more information on emailing quotes from the web app.

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 your quotes on Tradify Mobile, do the following:

  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 or Save.
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