Working on a quote with 80 or more line items? We've got you covered.

You can now check off individual line items as you review them, so you can visually track your progress through a long quote. You'll know at a glance what's done and what still needs your attention.

Here's how it works:

•     By default, new line items are unlocked and fully editable

•     Once you've reviewed a line item, click the lock icon to finalize its price

That's the whole workflow. Locked items stay visible, so nothing disappears from view, but they're settled and you can move on.

For estimators working long, complex quotes, this cuts down on the two things that cost the most time: re-checking work you've already done, and finding out after the quote goes out that one line never got reviewed.

Check out this help article to learn more about Mark As Complete.