Can I create a new estimate for a rejected one instead of editing the same estimate in Zoho FSM?

Yes, you can create a new estimate for a rejected estimate in Zoho FSM.

If an estimate is rejected (either by the customer or manually by you), you can create a new estimate using the Clone & Resend option.

Clone and Resend

To create a new estimate from a rejected one:

Open the Estimate Details page.
Click Resend.
Select Clone and Resend.
Make the required changes in the newly created estimate.
Click Save.

A new estimate is created with a new estimate number.

The original rejected estimate remains unchanged.

You can now send the new estimate to your customer.

Use case:

If ES-17 is rejected and you choose Clone and Resend, Zoho FSM creates a new estimate (e.g., ES-18) with the same details.

ES-17 remains Rejected, and ES-18 can be updated and sent.

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