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Restore an Estimate

Restore previously sent estimate versions from the activity sidebar when customers request to revert to an earlier quote.

PaintScout saves a snapshot every time you send an estimate. You can restore any previously sent version from the activity sidebar, overwriting the current version with the earlier one.

For Estimators

How to restore a previous estimate in PaintScout

  1. 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.

    Screenshot showing the menu sidebar on the right side of the estimate screen

  2. 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.

    Screenshot showing the Activity option selected in the sidebar menu

  3. 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.

    Screenshot showing Sent activity entries in the Activity log with version history

  4. 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.

    Screenshot showing the Restore Estimate pop-up with a preview and the Restore Estimate button

  5. 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!

    Animated walkthrough showing the full process of restoring a previous estimate version

For Customers

If a customer requests to revert to a previous version of their estimate, follow the steps above to restore it. Once restored, re-send the estimate to the customer so they receive the updated version in their email. The customer will always see the most recently sent version when they open their estimate link.

Related articles

Estimate & Invoice Activity

Track estimate and invoice events including creation, sending, viewing, acceptance, and payments in the activity log.

Download a Previous Version

Download PDF versions of previously sent estimates from the activity sidebar to retrieve earlier quote versions.

Saving & Syncing

Learn how to save and sync estimates to the cloud in PaintScout to prevent data loss and keep your work updated.

Estimates

Common questions about managing, sharing, and tracking estimates in PaintScout including statuses, archiving, PDFs, and customer visibility.

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