How do I archive an Estimate?

Archiving an estimate is a useful way to keep your active estimates list organized by moving estimates that are no longer in use to the archived section.

Method 1: Archiving an Estimate from the List View

Navigate to the Estimates Module from the Main Menu. Once you are in the Estimates module, you will see the list of all the estimates you have created. Scroll through the list of estimates and find the one you wish to archive. To the right of each estimate in the list, you will see three vertical dots. Click on these dots to open additional options.

From the drop-down options, click on Archive. This will archive the estimate, removing it from the active estimates list.

Method 2: Archiving an Estimate from the Estimate Details Page

Instead of archiving the estimate from the list view, you can also archive it from within the estimate. First, open the estimate you want to archive by clicking on its name in the estimates list. Once the estimate is open, click the three dots to the top right corner of the estimate page. In the drop-down menu, select the Archive option.

Even after archiving an estimate, you can always retrieve it later if necessary.