Creating and Managing Quotes
The Quotes feature in SolvGo allows you to generate, manage, and send quotes to clients quickly and professionally.
Creating a Quote
Go to the Quotes section
Click Add Quote
Select the client for the quote
If applicable, select the property
Next:
Enter the quote title
Enter the quote number
Optionally, add team notes or attach files
Adding Line Items and Discounts
Include all charges related to the work:
Services
Materials
Other fees
To add a discount:
Click Add Discount
Choose a flat amount or percentage
Enter the value
Sending and Managing Quotes
Once ready, you can:
Send the quote via email or SMS
Download it as a PDF
Update its status as needed
Convert it into a project or invoice
Digital Signatures
Using the mobile app, clients can sign quotes digitally on the spot, making the process fast and professional.
With SolvGo, creating quotes is simple, flexible, and ensures professional communication with your clients.