Overview of Features
Located: Main Menu –> Quotes –> List of Quotes
Features include:
- Select Action: Bulk Actions drop down. Select Quotes in bulk from list by status to select, view, modify, cancel or delete.
- Search list of Quotes
- Sort by each column area
- Filter by each column area.
- + Create New: To create new quotes
- View by: Clients or Companies dependent on your SpyderFlow subscription configuration and set up.
- Export Quotes list into Spreadsheets
Related Links