Quotes in Traffio allow you to provide customers with a clear, itemised estimate before the job is confirmed. These are generated directly from a job's billing section and can be emailed or downloaded as a PDF.
Navigate to Billing
From the Traffio dashboard, click on Billing in the sidebar.
Create a Draft Invoice
In the Billable Bookings tab, search for the job you wish to quote.
Click on + Invoice next to the desired booking.
This action will generate a draft invoice populated with the booking's details.
Convert the Invoice into a Quote
Within the draft invoice, select the Turn Invoice into Quote option.
Ensure you click Save to apply the changes.
Finalise and Share the Quote
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.
