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

1. Open the deal and locate the linked estimate.

2. Click the ... menu, then select Remove Association.

3. 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.

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