[Mobile] How to Share a Quote

Send clients a quote via email or text!

Shannon Kay avatar
Written by Shannon Kay
Updated over a week ago

From your dashboard, you can send your clients a quote containing multiple items, a note, and added tax or discounts. Read below to learn how to share these quotes via text or email with your customers!


1. From your Topline Pro dashboard, click "Payments" on the bottom menu

From your Topline Pro dashboard, click "Payments" on the bottom menu

2. Click "Quotes" on the menu on the Payments page

Click "Quotes" on the menu on the Payments page

3. Click the blue "Create Quote" button

Click the blue "Create Quote" button

4. Click the contact you want to request a quote from

Click the contact you want to request a quote from

5. Click "Item"

Click "Item"

6. Select the type of service for the quote

Select the type of service for the quote

7. Type the amount you want to quote for

Type the amount you want to quote for

8. If you want to add another item to the quote, click "Add Item" and repeat steps 6 and 7 for this additional service

If you want to add another item to the quote, click "Add Item" and repeat steps 6 and 7 for this additional service

9. If you want to type a note for the client, click "Add note"

If you want to type a note for the client, click "Add note"

10. Type the note into the text box

Type the note into the text box

11. If you want to add tax or a discount to the quote, click "Advanced options"

If you want to add tax or a discount to the quote, click "Advanced options"

12. To share the quote with your client, click either "Email" or "Text" depending on how you want to contact them

To share the quote with your client, click either "Email" or "Text" depending on how you want to contact them

13. Click on the green bar to confirm

Click on the green bar to confirm

14. Your dashboard should now show the shared quote!

Your dashboard should now show the shared quote!
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