Rather than simply deleting an expired quote A quote contains details of the costs that your client should expect to receive if they proceed with the job. There may be some variation between the quoted costs and actual costs, but your client should have some confidence that this variation will be small. In , there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs if the job goes ahead. See also the Master quote. or estimate An estimate contains details of your best estimate of time or costs for completing a job. Your client should understand that an estimate is not a firm quotation for the exact number of hours or cost. In , there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs if the job goes ahead. See also Quote and Master quote. , you might wish to keep it in your quote/estimate archive to use later as the basis for another quote.
If you mark a quote as Declined, it is archived automatically (see Decline a quote or estimate). Archiving a Draft quote will move it to the All Quotes tab, Declined tile.
To archive one or more quotes or estimates:
- In the Business menu, select Quotes.
- If required, click the Filter button to the right of the search box and select the required filterA filter provides a quick way to display only selected clients, jobs, quotes or estimates, work in progress, invoices and purchase orders based on pre-defined criteria. .
- On the quote manager screen, select the All quotes > View all tile.
- Use the checkbox to the left of the number to select one or more quotes to decline.
- Click Decline and confirm. The selected quotes are declined.
Restoring a quote or estimate
It's not possible to restore an archived quote directly, but you can copy it to use as the basis for a new quote – see Copy a quote or estimate.