To archive quotes
1) From the menu on the left, hover on Quotes, then click All Quotes. The Quotes page displays all quotes grouped by draft quotes, pending quotes, and accepted quotes
2) There are two ways to archive a quote
In the Quotes page, click the arrow at the end of the quote to be archived, then click Reject
Or open the quote to be archived and click Mark rejected and archive
In the Quotes page, switch from Active quotes to Archived quotes by setting the filter
Set an archived quote to active
To activate an archived quote
1) Set the filter to Archived quotes
2) There are two ways to activate a quote
Click the arrow at the end of the quote to be activated, then click Activate
Or open the archived quote and click Activate and unarchive
Remember to download the Rounded mobile app!
