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title: "Jobs > Price Summary R12"
canonical: "https://technology.bytangram.com/space/TGKB/249790532/Jobs%20%3E%20Price%20Summary%20R12"
format: markdown
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In WorkBook a **price quote** is created via the jobs module, when a quote or estimate is required for a client. 

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## PRICE QUOTE STRUCTURE

WorkBook follows a fixed work breakdown structure:

![image](media://fe33c985-9e7c-49ea-ab40-e6e2fd34e3a0)



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| **LEVEL** | **DEFINITION** |
| **Price Quote** | The price quote is broken into multiple key areas and tabs that must be populated and maintained. |
| **Phase** | Phases are a way of grouping quote line items together. You can choose whether to show phase names and descriptions on your client facing price quote in the Print Settings. Be default price quotes must contain at least one phase. |
| **Line Items** | Lines hold each of your quoted amounts. This is where activities, hours, hourly rates and 3<sup>rd</sup> party items are added to your quote. |


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## PRICE QUOTE NAVIGATION

Price quotes can be accessed via the **price** tab on a job. 

![image](media://8fe748c0-693e-4858-be4e-8b77c0e381df)

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| **NUMBER** | **FUNCTIONALITY** |
| **1** | The **price quote options menu** includes:<br>- Create a new price quote
- Duplicate current price quote
- Delete price quote<br>As well as ‘copy from’ functions:<br>- Copy from template
- Copy from an invoice
- Copy from another job
- Schedule current job<br>You can also:<br>- Insert expenditures from current job |
| **2** | These** price quote tabs** relate to the information for this particular price quote.<br>- Header: Title, description, manage the probability and view customer information
- Phases: Add/edit/delete phase names and descriptions
- Lines: Add line items including activity, description and hours to generate the quote
- Comments: Add terms or specific notes to a price quote
- Billing plan: Review and edit the job’s billing plan
- Approval: See completed approvals or approvals awaiting action
- Chat: Collaborate with colleagues on the quote and write details of the client approval |
| **3** | If you have more than one price quote on a job:  
**a.** Use the **drop down** to change between them  
**b.** Open a **price quote list** |
| **4** | You can access the **job properties sidebar** from the price quote |
| **5** | **Print and layout settings** allow you to set the format of your price quote, e.g. uncheck activity price & hours in print settings to roll-up and display phase amounts on the layout |
| **6** | View and change the **quote status**, this will trigger approval notifications according to your agreed process |
| **7** | The **save as a template** button allows you to save your current price quote as a template which can later be copied into other price quotes and save time |
| **8** | Icons that allow you to **create**, **duplicate** and **delete** quotes. *Duplication is particularly useful for managing quote revisions* |
| **9** | **Approval icons** allow you to submit a quote for internal approval or cancel an approval |
| **10** | The **currency icon** allows you to change the sale currency from the client’s default currency |
| **11** | Footer is consistent across tabs so you can see price quote information as you move around |


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