Daily use

Can I work on multiple quotes?

Under "Quotes" in the menu you'll find an overview of all the quotes you've made. Each quote shows the status (draft, sent, approved, rejected), the customer, the total amount, and the date. That gives you an at-a-glance view of what's outstanding.

You can filter quotes by status, search by customer name, and sort by date or amount. If you're working with several customers at once, that overview is the fastest way to keep track of what still needs action.

You cannot edit the content of several quotes at once because each quote has its own content. In the overview, you can select quotes and move them to the trash together. With exactly one quote selected, Duplicate is also available; with two or more, that action disappears. Use Clear to leave selection mode without changing anything.

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