How to Send a Quote on your Desktop

Once you've subscribed to our Business Management Tools, you can easily send a quote to your customers.

Jeana avatar
Written by Jeana
Updated over a week ago

Haven't subscribed to our Business Management Tools yet? Find out how to do so here.

1. Navigate to the home screen of your Angi for Pros site and hover over My business.

2. Next, click on Customers.

3. From your Customer list, you can Add Customer or select and existing customer.

4. Once you have selected your customer, make sure the Quote tab is underlined and click on Create a Quote.

5. To fill in your Quote, click in Search item name and select an item from your price list or Create item. When creating an item, fill in the necessary info and click Save & Add when finished. You can also add more line items by clicking Add Item.

6. To apply tax, click on the tax rate drop down and select a tax or click Add New Tax. When you're adding a new tax, fill out the name and rate and click Add & Apply New Tax when finished.

7. Discounts can also be added by clicking on Add next to Discount. Fill out the necessary information and click Add Discount when finished. Note: Make sure to select Post-tax or Pre-tax.

8. Once you've finished filling out your quote, make sure to click Save Quote. You can also preview a PDF of your quote by clicking Preview.

9. When you're ready to send your quote, click Email Quote. We have pre-populated a Subject and Body Message for your convenience, however those can be edited if needed. Once you've reviewed this, click Send and your quote will be sent to your customer!

If you're having trouble, start a chat with us during business hours, and one of our Support Specialists will be able to assist! Our office hours are Monday - Friday 8AM to 9PM and Saturday 9AM to 6PM Eastern.

Did this answer your question?