Playbooks

Playbooks That Standardize How You Quote

Install your best quoting process, not just a blank template. A playbook preloads the workflow presets, quick actions, and conversion content for a specific job type — so every quote for that type starts from your established standard, not from zero.

Open Playbook Library Conversion Content

Apply in one click

Import & export

QA-validated

Playbook Library

Built-inCustom

🔨

Contractor Job Quote

Built-in · 4 phases · 12 quick actions

LabourMaterialsExpensesConversion content

🌿

Landscaping Project

Built-in · 3 phases · 10 quick actions

LabourMaterialsPlant hire

🚛

Haulage Job — Single Run

Built-in · 1 phase · 8 quick actions

Vehicle costsDriver labourMileage

⭐

Your Custom Playbook

Create from existing quote or import JSON

What's Inside

What a Playbook Includes

A playbook is more than a saved template. It's a complete workflow configuration — preloading the quick actions, cost structures, tax awareness, and optional conversion content for a specific job type.

🧑‍🔧

Labour Quick Actions

Pre-configured labour inputs — operative roles, typical rates, and common hour estimates for this job type. Add a day's labour in one click; adjust quantity for the specific job.

🔩

Materials Quick Actions

Common materials for this job type, pre-loaded with typical units and prices. Add standard material lines instantly rather than searching your library or entering from scratch.

📋

Cost & Expense Quick Actions

Common expenses for this job type — certification fees, skip hire, travel allowances, permit costs. Tax-class aware so the right treatment applies to each expense line automatically.

✍️

Conversion Content Payload

An optional set of conversion content blocks pre-selected for this job type — process overview, relevant credentials, guarantee statement. Attached when the playbook is applied; editable before sending.

Playbooks are operational standards, not rigid templates. Applied values are a starting point — every quick action quantity, rate, and content block can be edited for the specific job after the playbook is applied. The playbook removes the setup burden; you retain full control of the final numbers.

How It Works

From Playbook to Live Quote in Minutes

Applying a playbook is a one-step action that installs your workflow preset into an active quote. The quote is immediately ready for job-specific editing — no rebuilding structure from scratch, no re-entering standard rates.

Turn repeatable quoting know-how into a one-click setup standard that every job type benefits from.

Open a New Quote

Start a new quote from the dashboard — blank or cloned from a previous job. Give it a name, assign it a client, set the currency for this job.

Open the Playbook Library and Choose Your Playbook

Browse built-in playbooks for your industry or your own saved custom playbooks. Select the one that matches the job type — extension, rewire, haulage run, web project.

Apply — Workflow Presets Load Instantly

The playbook installs its quick actions, phase structure, and optional conversion content payload. Your quote now has the right starting scaffold for this job type — in one click.

Edit Job-Specific Values and Send

Update quantities, adjust rates for this specific job, review conversion content, set your margin. Everything applied is editable — the playbook is the starting standard, not the final word. Generate and send when ready.

Quality & Safety

A QA Gate That Blocks Broken Playbooks

When you import a playbook — whether a single file or a pack — PricedQuote runs it through a validation layer before it can be applied or added to your library. This protects your quoting workflow from corrupted, outdated, or incompatible playbook files.

The validator checks schema conformance, enum values, required fields, and tax class compatibility with your current account setup. If a playbook fails validation, it is blocked with a specific failure reason — not silently applied in a broken state.

Import gate runs on every single and pack import
Schema, version, and checksum validation
Enum and required-field checking
Tax class compatibility check against account settings
Specific failure message shown — not a generic error
Validator tooling available for troubleshooting import issues
Same gate applies on playbook apply — broken payloads cannot be applied

Playbook Validation Report

✓ Validation Passed — Ready to Apply

✅

Schema version: Compatible (v1.4.x — current)

✅

Required fields: All present and valid

✅

Tax classes: Standard, Zero-Rated — both supported by account

✅

Checksum: File integrity confirmed

✗ Validation Failed — Import Blocked

❌

Tax class error: Item "Solar panel install" references class outscope — not enabled in your account tax settings. Enable advanced tax mode or update the playbook file.

❌

Required field missing:quick_actions[2].unit is empty. Check playbook source for missing unit definition.

Import & Export

Move Playbooks Between Accounts and Teams

Playbooks are portable. Export any playbook as a JSON file — either individually or as a pack containing multiple playbooks. Share with team members, back up your custom standards, or distribute consistent process across multiple accounts.

All imports pass through the QA validation gate before being added to your library. Playbook packs are validated as a batch — each playbook in the pack is checked independently, and any failures are reported with specific details.

📤

Export Single Playbook

Download any playbook from your library as a JSON file. Share with a colleague, keep as a backup, or send for review before distribution.

📦

Export Playbook Pack

Bundle multiple playbooks into a single pack JSON. Ideal for distributing a complete set of job-type standards to a team, or archiving your full custom library.

📥

Import Single or Pack

Import any playbook JSON or pack JSON — all imports run through the QA validation gate. Incompatible files are blocked with a specific failure report before they reach your library.

Built-In vs Custom

Start With Built-In, Build Toward Custom

Built-in playbooks are the starting point — pre-configured for common job types across trades, logistics, landscaping, agencies, and other industries. Use them immediately, or use them as a reference point for building your own.

Custom playbooks are your business's operational standards — capturing the exact rate structure, quick action setup, and conversion content that works for your specific workflow. Once created, they can be imported into other accounts and shared across your team.

Built-In

✓ Available immediately
✓ Maintained by PricedQuote
✓ Industry-specific starting points
✓ No setup needed

Custom

✓ Your rates and structure
✓ Your conversion content
✓ Exportable and shareable
✓ Team standardisation

Available Playbooks

Built-In Playbooks Across Every Sector

Available immediately — no setup required. Select, apply, and start quoting in minutes.

🔨

Contractor Job Quote

4 phases · Labour + materials + subs + expenses

Trades

🌿

Landscaping Project

3 phases · Materials-heavy · Plant hire

Landscaping

🚛

Haulage — Single Run

1 phase · Vehicle + driver + mileage + extras

Haulage

💻

Web Project Proposal

5 phases · Discovery → Design → Dev → Launch

Agencies

⚡

Electrical Rewire

2 phases · First fix + second fix + certs

Electrical

🏗️

Building Extension

4 phases · Foundations → structure → M&E → finish

Builders

🛣️

Haulage — Contract Logistics

Multi-run · Fleet costs + driver team + overhead

Haulage

More playbooks added regularly. Create and import your own at any time.

Questions

Playbook FAQs

Yes — always. A playbook applies a starting configuration; every value it sets is fully editable in the live quote. Update quantities, adjust rates for this specific job, add or remove quick action lines, change the conversion content. The playbook is the setup standard, not a locked template.

It is blocked by the QA gate before it reaches your library. The validator runs schema, enum, required field, and tax class checks on every import. If any check fails, you receive a specific failure message explaining exactly what needs fixing — not a generic error. The playbook is not applied or added to your library until it passes validation.

Yes. Export any playbook as a JSON file and share it directly. The recipient imports the file into their PricedQuote account — it goes through the validation gate on import and, if it passes, is added to their library. Playbook packs let you export multiple playbooks together in one file for distributing a complete set of standards.

Yes. Playbook quick actions carry tax class assignments for each cost line. When applied in advanced tax mode, the correct class is pre-set per line. The validation gate checks that all tax classes in a playbook are compatible with your current account tax settings — if a class isn't enabled in your setup, the import or apply is blocked with a specific message explaining the mismatch.

Optionally, yes. A playbook can include a conversion content payload — a pre-selected set of content blocks relevant to the job type. When the playbook is applied, these content blocks are attached to the quote. They are always editable before sending, and you can add or remove blocks regardless of what the playbook included.

📋

Quote Builder

Where playbooks load their presets into

→

✍️

Conversion Content

The optional payload in every playbook

→

📄

Outputs & Exports

Generate from playbook-built quotes

→