Cancelling an Estimate in CoreBridge removes it from searches and Queues, helping keep your workspace clear and focused on active items. However, cancelled Estimates are still stored in the system, allowing you to review their details or clone them later if you need to reuse the information.

Table of Contents

• Cancelling Estimates
• Bulk Cancel Estimates
• Cloning a Cancelled Estimate

Cancelling Estimates

Navigate to the main Estimate View Page.

1. Select the Cancel Estimate option.

2. Use the dropdown to select a Reason.

3. Click Cancel Estimate.

Note: This process cannot be undone.

Bulk Cancel Estimates

For system administrators, there is an option to Bulk Cancel Estimates when accessing the Estimate Search in the Sales Module. 

This feature allows you to bulk cancel all Estimates created before the chosen date. You will see a final warning before the Estimates are cancelled to confirm the date you entered and the number of Estimates about to be cancelled. This process cannot be undone.

Note: The Bulk Cancel Estimates option is only visible to system administrators. Use caution with this action, as it is

reversible.

1. Click Bulk Cancel Estimates.

2. Select the date. All Estimates created before this date will be Cancelled.

3. Click Cancel Estimates.

Cloning a Cancelled Estimate

Cloning an cancelled Estimate will generate a new Invoice Number for the Estimate and allow it to progress through the Production workflow.

To clone a cancelled Estimate, navigate to Sales Module / Estimate / Search.

1. Select Show Cancelled Estimates.

You can select to clone the Estimate through the Estimate Search Page or the main Estimate View Page.

2. Click Clone Estimate.