Price Quotes > Create a Price Quote from a 'Template'

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

Open

• 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

Open

• 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 the 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 Price Quotes > Create a Price Quote for instructions to complete your price quote

Related articles