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in this video youll learn how to create and send a quote in tradify heading to quotes this is where all of your quotes are stored in tradify each quote status has its own tab to help keep them organized for you to start your quote click new quote First well want to enter a customer if your customer already exists type their name and select them from the dropdown if theyre a new customer just type their name and continue from there you can enter a bill and address for the customer again this will prepopulate if they are an existing customer next lets enter a quote description this is a description of the work that youre quoting for now we have our customer and description lets add some items to this quote we can add time and items from our price list or simply use the miscellaneous option in this example Im going to add some hours time and a miscellaneous item now your quote is complete you can click the preview tab to take a look at your quote before you send it to the customer
