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Texada Handle Ideas Portal
Status Needs review
Created by Cory Cook
Created on Jan 9, 2025

Handle: Quotes - Bulk Update

A member of our team has expressed interest in being able to update quotes in bulk. More specifically, he's interested in updating the Handle quote expiry date of several quotes at once.

How often would this idea be used? Monthly
How much time would you save when the idea is implemented? It would save minutes of work
How many people at your company would benefit from this idea? Some people (2-4)
What problem is your idea trying to solve?

We're trying to increase the salesperson's efficiency so that he can spend more time speaking with customers as opposed to updating quote expiry dates.

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