Templates in WorkBook are a great way of maintaining consistency across similar or regular occurring projects and save time by providing you with a starting point to build on. For example, if you deliver regular types of work for clients, e.g. website builds, you can create a price quote from a template to use over and over again. Price quote templates are used to import a set of phases, activities, hours and/or purchases.
CREATE PRICE QUOTE FROM TEMPLATE
In the jobs list > select the job
Click on the price icon
Click create new button
In the create new price quote pop-up box
enter a Title
in the Copy from field select template
Click ok
Select the template
Choose your copy options
these are the details you want to copy onto your new quote
Add any additional configurations
for example, check update prices to match the current price list to ensure that client agreed rates are used
Click ok
The template will then be copied into price quote
The template will be copied into the current job, depending on the copy options and configurations you have selected
Go to the Lines tab to review the quote
From here you can edit, add or delete line items as necessary
Refer to Step-by-Step > Create a Price Quote for instructions to complete your price quote
