Add Template Comments to Price Quotes

Use the Price submodule to add template comments to price quotes of selected jobs.

To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a template comment to a price quote:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the price quote that you want to add a template comment to.
3. On the side toolbar, click Price.
4. On the grid toolbar, use the drop-down list to select the price quote that you want to add a template comment to.
   Alternatively, click Open price quote list and in the Price Quote List dialog box, highlight the price quote that you want to add a template comment to.
5. Click the Comments tab.
6. Click Add template comment(s) .
7. In the Add Comment(s) from Template dialog box, highlight the template that you want to add as comment.
   WorkBook automatically adds the highlighted template as a comment.
8. Click Close