Quoting

Convert your leads

Quoting is a critical aspect of any service-based business, and Traedi simplifies the process with its user-friendly quoting features. With Traedi, you can easily generate accurate and professional quotes for your clients, ensuring transparency and clarity in all cost estimations.

  • Smart defaults for line items ensure that you can quickly create and customize quotes with predefined options, saving you time and ensuring consistency in pricing and item categorization.
  • Acceptance / Decline easily track the status of your quotes, whether they have been accepted or declined, ensuring clear visibility and enabling you to take prompt action based on client feedback.
  • Custom branding allows you to showcase your unique identity by customizing the platform with your logo, color scheme, and personalized message, creating a cohesive and professional impression for your clients.
  • Export to Xero allowing you to effortlessly sync your invoices, payments, and financial data with Xero, streamlining your accounting processes and ensuring accurate and up-to-date financial records.
  • Export to QuickBooks enabling you to seamlessly transfer invoices, payments, and financial information, ensuring a smooth and efficient accounting workflow that keeps your records accurate and up-to-date.

Customer Portal

What your customers see

Your customers can easily view and accept quotes through the customer portal, ensuring a seamless and efficient process for both parties. With Traedi, you can provide your customers with a professional and user-friendly experience, ensuring a positive impression and a smooth workflow.

  • Beautifully designed pdf quotes that are easy to read and understand.
  • QR Code Each quote has a unique QR code that can be scanned by your customer to view the quote on their mobile device or computer.
  • Available online All quotes are available online for your customers to view and accept / decline.

How to

Creating a Quote

  • Navigate to the Quotes page OR click Create Quote from within desired job
  • Select a Customer and Job Site
  • Add a line item, you can select from a list of predefined line item types
    • Labour
    • Inventory
    • Other
    Or you can create a custom line item types for items your regularly use
  • Click Create Quote to create the quote
  • Once the quote is created you can send it to the customer by clicking Issue Quote
Get started