During the course of your consultations with customers, it is common to provide multiple iterations of an estimate. Eventually, your client may request to revert to a previous version, causing you to wonder how to restore it!
Fortunately, PaintScout offers a simple method to retrieve and restore previously sent versions of your quote. This guide will walk you through the process step by step.
How to restore a previous estimate in PaintScout
Access the Menu Sidebar: While in the estimate you will find the menu sidebar to the right of your screen. Click on it to open the menu options.
Select Activity: Within the menu sidebar, locate and click on the Activity option. This will provide you with a log of all your interactions and actions within PaintScout for the specific estimate.
Locate Sent Activity: In the Activity section, you will find a record of every time you have emailed the estimate to your customer. This is displayed under the Sent activity. Scroll through the list and identify the version of the estimate you wish to restore.
Restore the Estimate: Once you have identified the desired version, click on it. A pop-up window will appear, allowing you to review the estimate before restoration. Take your time to ensure it's the correct version. When you are ready, select the Restore Estimate button at the bottom of the pop-up screen.
Confirmation and Navigation: By restoring the estimate, any changes you made to the current version will be overwritten. After clicking the Restore Estimate button, PaintScout will navigate you back to your estimate screen, displaying the restored version!
Have a question? Reach out to our support team here!