Procedures
Use the procedures in this section to view the price quotes of the job that you selected in Jobs List and create, edit, and manage the price quotes that you prepare for your clients
To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Copy Information from Saved Templates to Price Quotes
Use the Price submodule to copy information from saved templates to price quotes. - Copy Information from Invoices to Price Quotes
Use the Price submodule to copy information from invoices to price quotes. - Copy Information from other Jobs to Price Quotes
Use the Price submodule to copy information from other jobs to price quotes. - Copy Financial Information from Schedule to Price Quotes
Use the Price submodule to copy financial information from schedules to price quotes. - Insert Expenditures from Jobs to Price Quotes
Use the Price submodule to insert expenditures from the current job to price quotes. - Add Sales Tax on Price Quote Lines
Use the Price submodule to add sales tax on price quote lines of selected jobs. - Save Price Quotes as a Template
Use the Price submodule to save price quotes as a template. - Display Price Quotes in Full Screen
Use the Price submodule to display job price quotes in full screen. - Edit Print and Layout Settings of Price Quotes
Use the Price submodule to edit the price quote print and layout settings of selected jobs. - Update Approval Status of Price Quotes
Use the Price submodule to update the approval status of selected job price quotes. - Header Tab
The Header tab under the Price submodule allows you to create, duplicate, delete, edit, approve, and cancel approvals of price quotes. - Phases Tab
The Phases tab under the Price submodule allows you to add and delete price quote phases. - Lines Tab
The Lines tab under the Price submodule allows you to add, duplicate, and remove price quote lines, add resources, update price quotes based on price lists, and calculate and insert price quote adjustments. - Comments Tab
The Comments tab under the Price submodule allows you to add and delete comments from price quotes. - Billing Plan Tab
The Billing Plan tab under the Price submodule allows you to add, duplicate, and remove billing plan lines and update the final invoice amounts of price quotes. - Approval Tab
The Approval tab under the Price submodule allows you to add and remove price quote approvers. - Material Calculation Tab
The Material Calculation tab under the Price submodule allows you to create, duplicate, and delete and insert and remove lines from price quote material calculations, update cost and sales rates based on price lists, and transfer the total amount of price quote material calculations to price lines. - Conversation Tab
The Conversation tab under the Price submodule allows you to view, manage, and respond to price quote conversations.
Parent Topic: Price