Create a Quote from a Template on Tradify Mobile

Who can use this?

Platform: Mobile            Plan: Pro | Plus            Staff Permission: Quoting 

  1. Head over to Quotes or the Quote section within another function
  2. Select New Quote from Template
  3. Select your desired Quote Template.
  4. Edit your quote as needed.
  5. Approve your Quote and Send to your customer when you're ready.
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