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:
- Open the quote you want to send.
- Click on the ‘Send to customer’ icon.
- Select the customer and/or site number on the right.
- Click Send to send your Quote via text and/or email.
- You can check the quote's 'Activity Log' for confirmation the text was sent.