Archived Quotes

Open Quotes > Archived Quotes to find quotes that have been removed from the active quote list. PlanMan's expiry processing archives unaccepted quotes on their expiry date; you can also mark a quote as archived in its details.

Restore a quote

1. Open the archived quote using its quote number.
2. Review Accepted Date, Quote Date and Expiry Date before making changes.
3. Clear Archived.
4. Click Update Quote. You need permission to update quotes.

If you intend to reissue an expired quote, update its dates and check the stages and prices before emailing it again. Clearing Archived alone does not give an expired quote a new expiry date. The client portal checks the expiry date before offering acceptance.

An accepted quote has already been used to create a project. Restoring it to the active list is not the same as reversing acceptance or creating a fresh project. Ordinary users see an editing restriction on accepted quotes, while administrators may see an exception. For ongoing work, open the resulting project.

Use Active Quotes for preparing, sending and accepting a quote. Use Active Projects for work after acceptance.