Keeping up with a large volume of quotes has been made simpler. With new bulk actions, admin users can select multiple quotes and delete or archive them all at once so it’s easier to stay organized.
We've also added quick actions for individual quotes so you can delete, send, or convert them into jobs without leaving the page. Simply hover or right-click on a specific quote to see the available actions.
Last but not least, we listened to your feedback and brought back the overview section! At a glance, you can quickly determine how many quotes need actioning based on their status.
These improvements were made in order to save you time so you can focus on more important aspects of your business.
To learn more about bulk actions and quick actions, please visit our Help Center.