Option for Cancelling Estimates
Have the ability to cancel an estimate / quote. Not always are the quotes declined, but cancelled for other reasons. When I review my Accepted vs Declined, I receive an inaccurate decline number because I want to keep all quotes for future purposes, rather than deleting them.
Tyler
shared this idea
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Heidi Bristow
commented
I have the odd invoice cancelled due to customer circumstances or the order is put on hold. I would like to be able to cancel the order- showing its cancelled and no payment owing but keeping all the details. If the customer does go ahead at a later date. Thank you
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Ashley
commented
New status for Estimates, called "rescinded" or "cancelled" for estimates that were not declined or accepted by the customer but are no longer valid. This would be great to categorize estimates that were left in draft and forgotten, then re-created as a new estimate. We also have customers who never respond after receiving an estimate, so "rescinded" or "cancelled" - even "no response" - would be better than "declined". Very helpful for managing a large amount of estimates and invoices! Also great for reporting and accountability. Thanks!