---
title: "Price Quotes > Create a Price Quote"
canonical: "https://technology.bytangram.com/space/TGKB/257228870/Price%20Quotes%20%3E%20Create%20a%20Price%20Quote"
format: markdown
---
In WorkBook a **price quote** is created via the jobs module when a quote or estimate is required for a client. The price quote breakdown structure is fixed and must contain at least one phase.

| **ON THIS PAGE YOU WILL FIND:** |
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| > Macro (toc) |

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## CREATE A PRICE QUOTE

- In the **jobs list** > select the **job**
- Click on the **price** icon in the left-hand navigation

![image](media://021a247c-35a0-4aad-8349-54f0a49f276f)

- Click **create new** button
- Copy from: **nothing**
- Click **ok**

![image](media://25f822fb-1d56-420b-a064-f72bbb724e07)

> 📝 If you find an option has already been selected in the field ‘Copy from’, simply hover the mouse over to the right of the field and click on the ‘X' icon to clear this option. It will now show that you are copy from 'Nothing’.

![image](media://ce0e7e50-13ef-4476-aa4e-63f1dad0c4d2)

> Macro (scroll-ignore)
> 
> > ℹ️ In this example we have chosen to ‘copy from nothing’ and create a price quote from scratch. If you wish to create a price quote from:** a timeline**, **a quote from another job** or **a template**, follow the links below.
> > ℹ️ 
> > ℹ️ ​[Price Quotes > Create a Price Quote from a 'Schedule'](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/247333091)
> > ℹ️ 
> > ℹ️ ​[Price Quotes > Create a Price Quote from 'Quote on another Job'](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/247464220)
> > ℹ️ 
> > ℹ️ ​[Price Quotes > Create a Price Quote from a 'Template'](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/249561267)

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## ADD INTRODUCTORY OR FINAL COMMENT TEXT

- You can add** introduction **or **final comment** text to your price quote via the **header** tab

![image](media://9b8aea4e-8498-4575-b79f-d788be9e8791)

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## ADD OR AMEND PHASES

- To add or amend phases go to the **phases** tab
- WorkBook always creates a default phase upon creating a new price quote. If required, amend the **name** and  **description text**
- Click on add new icon :create-new-row: to add a new phase, then enter the name and description

![image](media://0a60f1ae-c677-40d4-9f20-3a385eb54ec2)


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## ADD TIME-BASED ITEMS

- To build out your quote and add time-based items, go to the **lines** tab
- In the** activity** column, select the appropriate time-based **activity **from the dropdown list or enter the activity number to refine the list
- If required, amend the **activity text **(this is the text that will be printed onto your price quote, if you choose to show it)
- Add the **number of hours** in the **hours **column and the **amount** will update according to the activity’s hourly rate

> ℹ️ The hourly rate for the selected activity will automatically pull through from the price list assigned to the job.

![image](media://616feb5c-dea4-4fb5-9987-3c927660ae57)

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## ADD THIRD PARTY COSTS

- To add in third party items (purchases), go to the **lines** tab
- In the** activity** column, select the appropriate third party **activity**
- If required, amend the** activity text **(this is the text that will be printed on to your price quote, if you choose to show it)
- Add the **cost** to your business (ex GST) in the **purchases** column
  - Enter the **% mark-up** in the **profit margin **column, i.e. 15% is entered as 1.15, or
  - Enter the **$ value mark-up** to the extra column.

![image](media://96f30490-c224-4f9a-bbbb-3986c52a148a)

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> Macro (scroll-ignore)
> 
> ### Related articles  
> 
> 
> > Macro (contentbylabel)