Company Variable 39: Template Price Quote When New Job Price Quote Is Created

Use this Company Variable to prompt WorkBook to automatically use an existing Job Price Quote as a template when creating a Job Price Quote.

WorkBook Job Price Quote templates are stored in Settings > Project & Jobs > Job Templates and are identified using Price Quote IDs: for example, 138 - Price Quote, Software Development. If you enter 138 for this Company Variable, users can use 138 - Price Quote, Software Development as a template when creating a Job Price Quote in Jobs > Price.

It may be necessary to perform a refresh when modifying Company Variable values.