Bulk Action Quotes

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Quoting

Update Quotes in bulk by:

 

1. In the Quotes Dashboard, select the Quotes you'd like to action with the checkbox function.
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2. Once selected, you'll see a selection of actions you can take in the upper-right corner. The actions are as follows (from left to right): Approve (if in Draft)Print, Email, Download and Delete.

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3. Select your desired action and you'll receive a confirmation notification that the action has been taken in the Tradify system.

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