Action Quotes in Bulk

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Instructions

  1. Navigate to the Quotes page.
  2. Select the tab with the quotes you would like to bulk action.
  3. Tick the Quotes you would like to action.

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  4. Select from one of the actions in the top right, they are as follows (from left to right): Approve (if in Draft), Print PDF, Email, Export to CSV and Delete.

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    Note: Only relevant actions will appear in each tab, so some options may not appear depending on which tab you are in.

Additional Information

For more info on bulk actions, see below: Bulk Update Job Statuses

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