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In WorkBook you can may have multiple price quotes across a project, presented on one price quote job or project that you want to present to the client . This as one total or combined quote, this is called a project price quote.

ON THIS PAGE YOU WILL FIND:

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  • Create your price quotes across jobs, following the usual process, including sending for approval if this is part of your agency’s process

  • Multiple jobs must be grouped together by the same project, in order to utilise the project price quote

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PRINT A PROJECT PRICE QUOTE

To produce the PDF:

  • Go to one of your job price quotes, click the reports icon

  • Select project price quote (448)

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  • Complete the filter criteria for creating your project price quote, for example include ‘internally approved’ price quotes only

  • Click on the view report as PDF icon

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