Learn how to create and use Quote Templates in Tradify Mobile. Essentially, the steps are the same as on Web, however you create Quote Templates differently.
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How to create Quote Templates from a Quote
- Head over to Quotes
- Select New Quote from Template.
- Using the drop-down field, select the relevant Template.
- Select OK.
- Once you’ve added all the necessary details to your Template, select Save.
Using Quote Templates
To use a Quote Template:
- Head to your desired Job.
- Head to your Quotes tab within the Job.
- Select New Quote from Template.
- Select your desired Quote Template.
- Edit your quote as needed.
- Approve your Quote and Send to your customer when you're ready.