Estimates - Cancelling an Estimate

This article is part of the Estimates section.

Find all related articles here:

Estimates

You may decide you no longer need an estimate and want to cancel it. 

To do this:

1. Navigate to the Estimates tab.
   
   
2. Find your Estimate Request in the grid, and double-click or click Amend to open.
   
   
3. Click the Cancel Estimate button in the left action panel.
   
   
   
   
4. Click Yes on the confirmation pop-up.
   
   
   
   
5. The estimate State will change to Cancelled in the grid and on the pin-panel.
   
1. When searching for cancelled estimates in the main Estimates tab, you will need to select Archived or All from the filters.
   
   
   
   
6. You can reactivate a cancelled Estimate by opening it and clicking the Reactivate Estimate button.
   
   
   
   This reverts the State to Population.

You cannot cancel an Estimate once a quote has been accepted.

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