How do I handle a rejected Estimate in Zoho FSM?
When an estimate is rejected, you have two options:
- Edit and resend the same estimate, or
- Create and send a new estimate using Clone & Resend.
Edit and Resend
To edit and resend a rejected estimate:
- Open the Estimate Details page.
- Click Resend.
- Select Edit and Resend and click Proceed.
- Make the necessary changes.
- Choose one of the following:
- Save — to update the estimate and send it later
- Save and Send — to send the updated estimate immediately
The existing estimate’s status changes from Rejected to Waiting for Approval, unless you check the Keep the status as Rejected while editing the estimate.
Use case:
If ES-17 is rejected and you edit and resend it, the status of ES-17 changes from Rejected to Waiting for Approval, unless you check the Keep the status as Rejected while editing the estimate.
If ES-17 is rejected and you edit and resend it, the status of ES-17 changes from Rejected to Waiting for Approval, unless you check the Keep the status as Rejected while editing the estimate.
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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