Quotation list view
Helpful tips for working with the quotation list view
4 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 viewCopy a quotation from the list view using Copy or Copy via Pre-Build, bringing all its sections and items into a new quotation.
- 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