Batch action functionalities Batch action functionalitiesÂ
With the batch action on the quote listing you can perform a bulk action to all selected lines. The actions you can perform are:
1) Change current quote stage to cancel stage (Only for quotes with no contracts assigned).
3) Create and print a PDF
document with the selected quotes / contracts / invoices.
4) Send quote / contract /
invoice by email
5) Mark it as follow up.
