Using bulk actions on quotes

Use bulk actions to update multiple quotes in one go. Bulk actions let you: 

• Mark multiple quotes as sent 
• Mark multiple quotes as declined
• Download multiple quotes to PDF

Marking multiple quotes 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. Click 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'd like to change – they'll will show a green tick when selected. 
4. Select Bulk action > Mark X quotes as… depending on the status you want
5. All done – your quotes will be updated

Downloading multiple quotes to PDF

1.  In the quotes section use the search bar to find the quotes you would like to download
2. Click 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 download – they'll will show a green tick once selected.
4. Select Bulk actions > Download to PDF 
5. Your selected quotes will automatically download as PDFs into a ZIP file… it might take a few moments, depending on how many quotes you've selected.