Price Quotes > Create a Price Quote from a 'Schedule'
- Kye Hush
- Chris Vo
- Nicky Harvey
Price quotes in WorkBook can be created in a number of ways, a popular method that many agencies use is to copy the job schedule to a price quote.
For more information on how to create a job schedule, please see Create a Schedule
COPY SCHEDULE TO PRICE QUOTE
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 schedule current job
Click ok
Select the following:
(1) the schedule you wish to copy
(2) the copy method according to the level of detail you need to see on the quote and that will best meet the client’s needs
(3) uncheck any items from the schedule that you do not want to include on the price quote, i.e. internal tasks
(4) any additional configurations
Click ok
The schedule will then be copied into the price quote, go to the Lines tab to review the quote
From here you can add more line items as necessary, i.e. purchases, discounts, or adjustments
Refer to Price Quotes > Create a Price Quote for instructions to complete your price quote
Once the schedule is copied to the price quote, each will need to be maintained separately, i.e. if allocated resources or booking values on the schedule are changed, these will not automatically update onto the price quote.
Related articles
© Tangram 2022. All rights reserved.