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Unlink an Estimate
Remove the association between an estimate and a deal while keeping both records intact in PaintScout.
To unlink an estimate from a deal in PaintScout, open the deal, click the ... menu on the estimate, and select Remove Association. The deal and estimate both remain intact.
Important: this feature requires the paid Operations add-on.
How to Unlink an Estimate
Open the deal and locate the linked estimate.
Click the ... menu, then select Remove Association.
The estimate, and any linked invoices, no longer appear on the deal page.
The estimate and invoice are not deleted. They still remain on your Estimates and Invoices pages.
Related articles
Link Estimates to Deals
Learn how to link estimates to deals in PaintScout to keep job details organized and your sales pipeline accurate.
Create a Deal
Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.
