Send Quotes via Text Message in Tradify

Topic

Use Tradify's Text options when sending Quotes to increase the speed that your customers will view the Quotes and win work faster.

Video Guide

For more information on Tradify's Text Messaging feature, check out Understanding Text Messages in Tradify.

Instructions

1. Open the quote you want to send.
2. Click on the Paper Plane icon (Send to customer).
   
   
    
3. Select the customer and/or site number on the right.
   
   
    
4. Click Send to send your Quote via text and/or email.
5. You can check the quote's Activity Log for confirmation the text was sent. 
   
   

Additional Information

See here for more info on Tradify's Text Message options: Sending Invoices via Text Message in Tradify