Helpful tips for the quotation list view
5 articles
Change the columns you see in the quotation listLearn how to change the column you see in your quotation list across your business
Copying a quotation in list viewQuickly copy a quote while in list view
Creating a new version of a quotation from the list viewQuickly create new versions of your quotations and keep a record of all your previous versions - just in case you need them later!
Filtering your quotations list by dateUse the date filter to narrow the list of results you see in your quotations list
How to update the status of more than one quotation at the same timeChange the statuses of multiple quotations in one action with our simple bulk update