delete approved estimates
is there a way to delete an approved estimate for a client who decided not to proceed with a project
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Hey Ken!
Great question. While you can not delete an Estimate, you can reject it and then archive the estimate. Deleting things is never fun because we lose valuable information.
Once the estimate is approved, click the 3 dots and choose reject. After rejecting the estimate, you can then archive it. This will put the estimate in a status to reopen it if needed. I have attached screenshots for reference.
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