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Other things you can do with this estimate: a new version, a template, void it or set its stage.
Where and How
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Customers › Estimates › Estimate
Other things you can do with this estimate: a new version, a template, void it or set its stage.
What It Does
Holds Reopen as New Version, Save as Template, Void and the sales stage, probability and salesperson.
What It Changes
Void stops the customer from approving it. A new version keeps the old one in History.
How to Use
- Set Stage, Probability and Salesperson and click Save Stage.
- Use Save as Template to reuse it.
- Use Void only if it should never be approved.
From the same help as the card in the app.