When an estimate is no longer relevant, it is best to Retire the estimate. In the status section, simply click the 'Retire' button. Retiring will change the status of the estimate to 'Retired' which will be reflected on the estimate list page. Retired status is useful to identify estimates that are no longer in 'Estimate/Quote' status and do not need to be actively pursued.

Once you click retire, you will need to select a reason for why the estimate is being retired. This reason will be pasted as a note within the lead/customer profile page's notes section for future reference.

NOTE: You can undo retiring an estimate at anytime. Simply click the status of the estimate back to 'Estimate/Quote' and it will then become active and editable again.

The red Lose button is intended to help identify when a sub-proposal is no longer relevant. If you provided the client multiple sub-proposals to consider as options, they may 'pass' on one, while the others are still being considered and are 'on the table'. It can also help if you created an extra sub-proposal by mistake that is not needed.

Setting a sub-proposal to 'Lost' will lock it down and prevent it from being edited further. If you lost the sub-proposal by accident, you can always create a new sub-proposal within the estimate or duplicate the lost sub-proposal (by selecting 'new proposal with options').

Note: The 'Lose' button will not retire the entire estimate. It is only for retiring the sub-proposals and identifying them as not relevant. You do not need to click the Lose button when Retiring an estimate. To retire the estimate, just click the 'Retire' button.