Quotes

Create a Quote

• Create a Quote
• Create a Quote on Tradify Mobile
• Create a Quote from an Enquiry
• Create a Quote from a Template
• Create an Estimate
• Change Quote Item Layout

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Quote Text Messages

• Automated Text Reminders for Quotes in Tradify
• Send Quotes via Text Message in Tradify

Add Time and Materials to a Quote

• Add a Price List item to a Quote
• Add Time/Labour to a Quote
• Add Miscellaneous Costs to a Quote
• Add Kits to a Quote
• Add a Price List Item to Mobile Quotes
• Add Time/Labour To Quotes on Tradify Mobile

Quote Options and Sections

• Create a Quote With Options
• Add a Section to a Quote
• Copy a Quote with Options
• Quote Options FAQ's
• How To Use Document Themes with Quotes Options

Action a Quote

• Approve a Quote
• Accept a Quote
• How Your Customer Accepts a Quote with Options
• Collect Customer Signatures on Quotes via Tradify Mobile
• Customer Selected the Wrong Option on a Quote
• Revise a Quote

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Email, Print and Download a Quote

• Email a Quote
• Bulk Email Quotes
• Quote Email Template Variables
• Online Quotes and PDF Options
• View and Print PDF Quotes

Quote Settings, Kits & Templates

• Quote Settings Overview
• Create and Mange Kits in Tradify
• Editing a kit
• Copy a Kit
• Archive a Kit
• Delete a Kit

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Quote FAQ's

• How to Delete Quotes
• Rounding tax calculation on quotes with Xero integration
• How Customers Comment on Quotes
• Export Quotes
• Cancel Quotes
• Use Quote or Invoice Templates with Enquiries

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