Feature Description
Add a “Mark as Declined” button or status option to estimates within GoHighLevel subaccounts. This would allow users to manually mark an estimate as declined when a customer chooses not to move forward with the proposed work.
Problem / Current Limitation
Currently, users need a clear and straightforward way to identify estimates that customers have declined. Without a dedicated option, tracking declined estimates and distinguishing them from estimates that are still pending can be difficult.
Requested Functionality
Add a “Mark as Declined” button to individual estimates within the subaccount.
Allow users to manually change an estimate's status to Declined.
Display the Declined status clearly in the estimates list and estimate details.
Allow users to filter or sort estimates by Declined status.
Preserve the estimate and its history for reporting and future reference.
Ensure the feature is available within individual subaccounts.