This feature is only available for PRO Connect or Work Subscribers.
To archive a Quote:
- Click on the Quotes tab at the top.
- Click on the Quote you'd like to archive. Note: You can filter your quotes by using the filtering options in the upper-right.
- Click the Details tab.
- Click on the Archive link in the upper-right.
- Click the Yes, I understand - archive this quote button.
To reactivate a Quote:
- Click on the Quotes tab at the top.
- Click on the (archived) link in the upper-left near the Search bar.
- Click on the Quote you'd like to reactivate. Note: You can filter your quotes by using the filtering options in the upper-right.
- Click the Details tab.
- Click the Reactivate Quote link in the upper-right.
Note: Setting a quote's status to "Archived" will make that quote "read only" - all quote details and assets will remain accessible, but no further changes or additions will be permitted to be made. An archived quote can be re-activated at any time, at which time it ceases to be read-only.