Advanced Quote Options
Bulk Export Quotes in PDF
- Click Utilities menu located on the sidebar menu (left-hand side of the screen).
- Select Bulk PDF Export.
- From Select Type dropdown, select Quotes.
Enter From/To Dates, and select the Status of the Quotes that you want to export.
Optionally enter Tag, that will be printed on each Quote (e.g. copy, internal etc.).
Click Export button.
- The generated ZIP file will contain all PDF Quotes for the selected time period.