Quotes in Traffio allow you to provide customers with a clear, itemised estimate before the job is confirmed. These are generated directly from a booking's billing section and can be emailed or downloaded as a PDF.
How to Create a Quote
Navigate to on Billing in the sidebar
Select the Billable Bookings tab
Click +Invoice next to the desired booking (this will generate a draft invoice populated with the booking's details)
Once created, in the draft invoice, select the Quote option in the Invoice Type Override dropdown
Ensure you click Save to apply the changes
After saving, you can choose to:
- Print and Download the quote as a PDF
- Send via Email directly to the client from within Traffio
Note: The quote will reflect the rates and items as per the associated rate schedule. Ensure all details are accurate before sending.
