My Estimate is rejected. Can I edit and resend an Estimate email in Zoho FSM?

My Estimate is rejected. Can I edit and resend an Estimate email in Zoho FSM?

Yes, you can edit and resend an Estimate email
If the estimate has been rejected either by the customer or you've marked it rejected, you can edit it and resend the estimate email.

Edit and Resend  

To edit and resend a rejected estimate:
  1. Open the Estimate Details page.
  2. Click Resend.



  3. Select Edit and Resend and click Proceed.



  4. Make the necessary changes.
  5. Choose one of the following:
    1. Save — to update the estimate and send it later
    2. 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.

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