QUOTES
This page helps you with everything related to quotes in SENDATRADIE, from creating and managing quotes to tracking their status and converting them into jobs.
Upload Image...
How do I create a new quote?
Watch this video to learn how to create a new quote in SENDATRADIE. You can enter job details, add items, and send it directly to your client.
How can I edit an existing quote?
Editing a quote is simple—just select the quote, update the details, and save your changes. You can modify pricing, adjust items, and resend it to the client if needed.
How do I send a quote to a client?
Easily send a quote to a client directly from SENDATRADIE. Watch this video to see the steps.
How do I track the status of a quote?
Check if your quote is awaiting response, accepted, or declined in the Quotes List. This video explains how to track your quotes.
How do I convert a quote into a job?
Once a client approves a quote, you can easily convert it into a job with just one click. Watch this video to learn how.
Can I apply discounts or additional fees to a quote?
Yes! You can add discounts or extra charges before sending a quote. Learn how in this video.
How do I delete a quote?
Need to remove a quote? Follow these simple steps to delete it from the system.