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Archiving Estimates

Archive estimates as a soft delete option to clean up your active list while keeping records accessible for reports.

Archiving is a soft delete in PaintScout that removes estimates from your active list while keeping them accessible for reports. Archived estimates can be reactivated at any time.

How do you archive an estimate?

  1. On the estimate, click on Send dropdown.

  2. Choose Archive Estimate.

  3. A banner will appear at the top of the estimate, confirming that it has been successfully archived.

Animation showing the process of archiving an estimate from the dropdown menu

Related articles

  • Estimate Actions — Use the action menu to copy, preview, and archive estimates.

  • Filtering the Dashboard — Narrow dashboard results by date, type, and estimator.

  • Creating Invoices — Create invoices and archive them when they are no longer active.

Related articles

Estimate Actions

Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive.

Filtering the Dashboard

Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance.

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