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  2. Quotes

Quotes

Create a Quote

  • Create a Quote
  • Create a Quote on Tradify Mobile
  • Create a Quote from an Enquiry
  • Create an Estimate
  • Create a Quote from a Template
  • Create a Quote from a Template on Tradify Mobile
See all 10 articles

Add Time and Materials to a Quote

  • Add Miscellaneous Costs to a Quote
  • Add Time/ Labour to a Quote
  • Add Time/Labour To Quotes on Tradify Mobile
  • Add a Price List item to a Quote
  • Add a Price List Item to Mobile Quotes
  • Add Kit to a Quote
See all 7 articles

Quote Options and Sections

  • Frequently Asked Questions on Quote Options
  • Add a Section to a Quote
  • Create a Quote With Options or Sections
  • Copy a Quote with Options

Action a Quote

  • Approve a Quote
  • Accept a Quote
  • Accept a Quote with Options
  • Customer Signatures on Tradify Mobile Quote
  • Customer chose the wrong option
  • Revise a Quote
See all 10 articles

Email, Print and Download a Quote

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

Quote Settings

  • Turn an existing Quote into a Template
  • Create Quote Templates on Tradify Web
  • Create a Quote Template on Tradify Mobile

Quote FAQ's

  • How to revise a Quote
  • Calculating Total Gross Profit of a Quote
  • Adding new Price list items when editing a Quote
  • How To add new line items to a quote
  • How To accept a quote with options
  • Moving line items between quote sections
See all 13 articles

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