How to sort your proposal on the Web App
Learn how to sort your proposal on the web with these simple steps:
Please note that the documents will be displayed in the order they were created. With the sort feature, You can arrange them based on the following criteria:
Proposal Status
Proposal Title
Customer's name in alphabetical order
Amount
Date
To use the sort feature, just click on the arrow icon next to the desired sorting option.
Sorting by Proposal Status:
Once you click on the arrow button next to Status, the proposals will be sorted according to these statuses:
Draft
Sent
Read
Accepted
Declined
Completed
Sorting by Proposal Title:
To sort by Proposal Title, click on the arrow button next to Proposal. The initial click will sort them in descending order (Z-A).
Sorting by Customer:
When sorting by customer, your customers will be organized in alphabetical order. On the first click, the items will be arranged in reverse alphabetical order (Z-A).
Sorting by Date:
When sorting by Date, your proposal will be sequenced from the previous to the latest date or vice versa.
Just continue to click the arrow button until you have sorted them according to your preference.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.