Editing Multiple Estimates

  • Updated on Apr 14, 2025
  • Published on Jul 19, 2023
  • 1 minute(s) read
  • EN
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You can edit multiple Estimates at the same time, using Quantify's Multi-Edit feature. The Multi-Edit Selected Estimate(s) feature enables editing of the following items/fields:

Item

 

Type

 Consumables are Taxable


 Yes/No

 Customer


 Drop-Down, Active Customers

 Delivery Date


 Date

 Due Date


 Date

 Include in Forecasting


 Yes/No

 Job Site


 Text

 Purchase Order


 Text

 Rent is Taxable


 Yes/No

 Return Date


 Date

 Status


 Drop-Down

 Work Order


 Text

Editing Multiple Estimates

To edit multiple Estimates:

  1. Click the appropriate location in the Organization Tree, then click the Estimates tab.

  2. Hold Shift and select the Estimates you want to update

  3. Click the Change dropdown and select Multi-Edit Selected Estimate(s).


    The Multi-Edit Estimates dialog appears.

  4. Click the Item dropdown and select the appropriate item to edit.

     

  5. Click the new value dropdown list and select the appropriate value.

    Note: If the New Value area contains a text field, click in the text field and enter the appropriate value.

  6. Click Change.

  1. Click OK

  2. Click Close

  3. Refresh the tab by either selecting the refresh button os changing tab and returning to the Estimate tab

The estimate will be updated