How to create quotes digitally?
How do you create quotes digitally?
You create quotes digitally by capturing client data, adding line items, checking the total, and exporting the quote as PDF - ideally in a trades app like Auftragspilot.
As of:
Definition
A digital quote replaces Word templates or handwritten estimates with structured line items and automatic totals.
Step by step
- Add or select client in the app
- Start new job or quote
- Enter service line items with prices
- Check validity and intro text
- Export PDF and share via email or WhatsApp
After approval
Good apps convert the quote to an invoice with one tap.
FAQ
No matching question found.
Do I need a template?
Apps like Auftragspilot have built-in templates. Free PDF templates are also available.
Can I create quotes offline?
Yes, with Auftragspilot even without internet.
What must a quote include?
Client, service description, line items, total price, and validity.
Read more
Try Auftragspilot now
Download the trades app for free on the App Store and start managing your jobs.
