Enquiries and quotes

Send an enquiry form, build a quote, and get it signed off.

• How to send an enquiry form to a customerShare your enquiry link so a customer can describe the job themselves, and have it land in Trame ready to quote.
• How to build a quoteAdd sections and line items to price a job, and see the total update as you go.
• How to set up your price bookSave the rates you use again and again, so quotes fill themselves in as you type.
• How to add markup and see your marginMark up a line item over cost, and see what the job is worth to you before you send the quote.
• How to take a deposit on a quoteSet a deposit percentage on a quote and Trame issues the deposit invoice automatically the moment it's accepted.
• How to get a quote signed offShare a quote for the client to accept online with a signature, or mark it accepted yourself if they said yes another way.