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Any way to archive estimates?

thelast10sfthelast10sf Member Posts: 4

Hi there - New Wave user here. I'm looking for a way to archive declined and/or expired estimates. Sometimes customers will contact me several months down the road and so I want a way to bring up the old estimate. Any suggestions?

in Sales & Invoicing Technical Support

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    TylerKTylerK Member Posts: 94 admin

    Hey @thelast10sf! No way to archive Estimates but they will be stored indefinitely. When an estimates expires, it will still stay on the Estimates page for future reference as needed.

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    thelast10sfthelast10sf Member Posts: 4

    I'd love to see an archive feature, to keep clutter down on the estimates page. Thank you.

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