Send a quote

Priced lines, optional extras and a page where your customer accepts.

  1. Open Quotes and press New quote.
  2. Pick the Customer and press Draft the quote.
  3. Press Add a line, or pick one from Add from the price book.
  4. Press Send it.
  5. Under Send the quote check who it goes to. Add A note from you if you like and press Send it.

What your customer sees

  • An email from your business with a link to the quote.
  • The quote on its own page. They tick any extras and accept by typing their name.
  • A card payment for the deposit, if you asked for one. The quote is accepted once it is paid.
  • An accepted quote opens its job.

Related

Still stuck? Email hello@tradrbox.com