Using bulk actions on quotes

Bulk action gives you more scope over how your control your quotations. 

You are able to: 

  • Mark multiple quotes as sent 
  • Mark multiple quotes as declined

How to mark multiple invoices as sent or declined:

  1.  In the quotes section use the search bar to find the quotes you would like to mark as sent
  2. Now click on select to the right of the search bar.  This will change your screen slightly so that you can see a header "0 estimates selected"
  3. Click on the quotes you would like to change.  Once selected they will show a green tick. 
  4. The  "0 estimates selected' section at the top of the page will automatically count the number of quotes you have selected. 
  5. Once you have all of your quotes selected press on the Bulk action menu
  6. Select what you would like to do with the quotes
  7. Done!!  

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