Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculation needs to be perfromed based on the Bulk Actions tool being used and the fields that are being updated.


Option 1: Bulk Action - Quotes

  • From the Side Navigation Menu select Quotes
  • Check the box to the left of the Quote # on one or more quotes
  • Select Bulk Actions > Quotes from the menu as shown below


  • Make the necessary adjustments to the available settings
  • Note: Status and Tags can be Bulk Removed by entering a Status and then selecting Bulk Remove
  • Click Save


Option 2: Bulk Action - Statuses

  • From the Side Navigation Menu select Quotes
  • Check the box to the left of the Quote # on one or more quotes
  • Select Bulk Actions > Statuses from the menu


  • Select status options to Add and/or Remove
  • Click Save