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:
- In the quotes section use the search bar to find the quotes you would like to mark as sent
- 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"
- Click on the quotes you would like to change. Once selected they will show a green tick.
- The "0 estimates selected' section at the top of the page will automatically count the number of quotes you have selected.
- Once you have all of your quotes selected press on the Bulk action menu
- Select what you would like to do with the quotes