Sending Quotes via Text Message in Tradify

Learn more about sending Quotes via Text Message in Tradify.

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

To send a Quote via text, simply open the Quote you want to send:

  1. Open the quote you want to send.
  2. Click on the ‘Send to customer’ icon.
  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. 

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