With the Paper Plane release includes an improvement in mass updates! We understand that running mass updates for quotes or contracts can be challenging, especially when you have a global user base with different time zones.
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Good to know: Find Mass Updates in the Pricefx menu → Quoting. Alternatively, for Agreements and Promotions, find the feature as a subset of this menu. |
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To address this, we've added some new features to help you out. When you run a mass update, you can now choose a simple template that will update your quotes with a sleep timer. You don't need to specify any input changes - it's that easy! Once you've selected your template and executed the mass update, you'll see that the quotes included in the run are now in read-only state. This means that any inputs or changes are locked, so you can't accidentally make any changes to them. For this example we will choose a specific template: Lock Quotes and we will ping a selected quote for the demo:
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