{"id":158509,"date":"2026-11-08T10:14:53","date_gmt":"2026-11-08T10:14:53","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%b1%d9%81%d8%b6-%d8%a7%d9%84%d9%85%d9%86%d8%a7%d9%82%d8%b5%d8%a9-%d9%88%d8%ac%d8%af%d9%88%d9%84-%d8%a7%d9%84%d8%aa%d9%83%d8%a7%d9%84%d9%8a%d9%81-%d9%88%d8%b9%d8%b1%d8%b6-%d8%a7%d9%84%d8%b3%d8%b9\/"},"modified":"2026-11-15T14:27:43","modified_gmt":"2026-11-15T14:27:43","slug":"rejecting-the-bid-cost-sheet-and-quotation-and-canceling-the-contract-from-the-actions-menu","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/rejecting-the-bid-cost-sheet-and-quotation-and-canceling-the-contract-from-the-actions-menu\/","title":{"rendered":"Rejecting the Bid, Cost Sheet, and Quotation, and Canceling the Contract from the Actions Menu"},"content":{"rendered":"
\n

The Reject<\/strong> action in bids, cost sheets, and construction quotations, and the Cancel<\/strong> action in contracts, moved from the status buttons in the page header to the actions bar, and it appears directly before Delete<\/strong>. The goal is that header buttons stay for the next step in the document cycle (issue, approve, activate), and that ending actions are with delete. In payment certificates and reverse payment certificates, Reject<\/strong> stays in the header buttons.<\/p>\n

\n
Required Permissions<\/span>According to the document (the following table)<\/span><\/div>\n
How to Access<\/span>Bids<\/strong><\/a> \/ Cost Sheets<\/strong><\/a> \/ Construction Quotations<\/strong><\/a> \/ Contracts<\/strong><\/a> \u2192 open the record \u2192 the actions bar<\/span><\/div>\n<\/div>\n
\n

Table of Contents<\/p>\n

    \n
  1. When Does the Action Appear?<\/strong><\/a><\/li>\n
  2. Rejection Steps<\/strong><\/a><\/li>\n
  3. Confirmation Messages<\/strong><\/a><\/li>\n
  4. Why Did Rejection Move?<\/strong><\/a><\/li>\n
  5. Effect of Rejection on Each Document<\/strong><\/a><\/li>\n
  6. Error Messages and Solutions<\/strong><\/a><\/li>\n
  7. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    When Does the Action Appear?<\/h2>\n\n\n\n\n\n\n\n\n
    Document<\/th>\nAction<\/th>\nRequired status<\/th>\nPermission<\/th>\n<\/tr>\n
    Cost Sheet<\/td>\nReject<\/strong><\/td>\nIssued<\/strong><\/td>\nApprove & Reject Cost Sheets<\/strong><\/td>\n<\/tr>\n
    Construction quotation<\/td>\nReject<\/strong><\/td>\nIssued<\/strong><\/td>\nApprove & Reject Construction Quotations<\/strong><\/td>\n<\/tr>\n
    Bid<\/td>\nReject<\/strong><\/td>\nQuoted<\/strong> or Awarded<\/strong>, and not converted to a project<\/td>\nEdit & Delete All Bids<\/strong> or Edit & Delete His Own (Created) Bids<\/strong><\/td>\n<\/tr>\n
    Contract<\/td>\nCancel<\/strong><\/td>\nActive<\/strong><\/td>\nApprove & Reject Construction Contracts<\/strong><\/td>\n<\/tr>\n
    Payment certificate and reverse payment certificate<\/td>\nReject<\/strong><\/td>\nAs before<\/td>\nStays in the header buttons<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Rejection Steps<\/h2>\n
      \n
    1. Open the record and click Reject<\/strong> in the actions bar (or from the More menu on small screens).<\/li>\n
    2. The Change Status<\/strong> window appears with a message such as Are you sure you want to reject cost sheet #(number)?<\/strong><\/li>\n
    3. Write the reason in Enter the reason for rejection<\/strong> (optional, up to 255 characters).<\/li>\n
    4. Click Yes<\/strong>; this message appears: Status Updated Successfully.<\/strong><\/li>\n<\/ol>\n

      Confirmation Messages<\/h2>\n\n\n\n\n\n\n
      Document<\/th>\nMessage<\/th>\n<\/tr>\n
      Cost Sheet<\/td>\nAre you sure you want to reject cost sheet #(number)?<\/strong><\/td>\n<\/tr>\n
      Quotation<\/td>\nAre you sure you want to reject construction quotation #(number)?<\/strong><\/td>\n<\/tr>\n
      Bid<\/td>\nAre you sure you want to reject bid #(number)?<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Why Did Rejection Move?<\/h2>\n

      Header buttons are now only for the next positive step (issue, approve, set as quoted, activate, close), and actions that end the document (reject, cancel, delete) are next to each other in the actions bar, to reduce wrong clicks. On small screens, extra actions move to the More menu.<\/p>\n

      Effect of Rejection on Each Document<\/h2>\n\n\n\n\n\n\n\n
      Document<\/th>\nAfter rejection<\/th>\n<\/tr>\n
      Cost Sheet<\/td>\nCan’t be edited; Clone<\/strong> appears; a quotation can’t be created from it.<\/td>\n<\/tr>\n
      Quotation<\/td>\nCan’t be approved or linked to a contract.<\/td>\n<\/tr>\n
      Bid<\/td>\nBecomes Rejected<\/strong>; a bid converted to a project can’t be rejected.<\/td>\n<\/tr>\n
      Contract (cancel)<\/td>\nBecomes Cancelled<\/strong> and the project is cancelled; you can Reactivate<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Error Messages and Solutions<\/h2>\n\n\n\n\n\n
      Message<\/th>\nCause<\/th>\nSolution<\/th>\n<\/tr>\n
      Rejection reason must be less than 255 characters<\/strong><\/td>\nThe reason is longer than 255 characters.<\/td>\nShorten the reason.<\/td>\n<\/tr>\n
      You can\u2019t edit a rejected cost sheet, instead you can clone it.<\/strong><\/td>\nEditing a rejected cost sheet.<\/td>\nUse Clone<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      FAQs<\/h2>\n

      Where did the Reject button go?<\/h3>\n

      To the actions bar before Delete<\/strong>.<\/p>\n

      Why doesn’t Reject appear in the bid?<\/h3>\n

      Because it isn’t Quoted<\/strong> or Awarded<\/strong>, or it was converted to a project.<\/p>\n

      Is the rejection reason required?<\/h3>\n

      No.<\/p>\n

      Why does Reject appear in the payment certificate header?<\/h3>\n

      Payment certificates keep rejection as a main action.<\/p>\n

      Can the rejection be undone?<\/h3>\n

      There is no undo action; clone the cost sheet or create a new quotation.<\/p>\n

      Who can cancel the contract?<\/h3>\n

      Whoever has Approve & Reject Construction Contracts<\/strong>, and the contract is Active<\/strong>.<\/p>\n

      Does rejection appear in the list?<\/h3>\n

      It appears on the record page in the actions bar.<\/p>\n

      Does the client see the rejection reason?<\/h3>\n

      The reason is saved in the record and its activity within the system.<\/p>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2070,15906,15599],"tags":[30718,30717,30720,5221,28437,16526,30719,30715,30716,30722,30721],"class_list":["post-158509","tutorial","type-tutorial","status-publish","hentry","category-operations","category-bids-construction","category-construction","tag-approve-reject-construction-contracts","tag-approve-reject-cost-sheets","tag-awarded","tag-change-status","tag-construction-quotations","tag-cost-sheets","tag-edit-delete-all-bids","tag-enter-the-reason-for-rejection","tag-reactivate","tag-reject","tag-status-updated-successfully"],"yoast_head":"\nRejecting the Bid, Cost Sheet, and Quotation, and Canceling the Contract from the Actions Menu - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/rejecting-the-bid-cost-sheet-and-quotation-and-canceling-the-contract-from-the-actions-menu\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rejecting the Bid, Cost Sheet, and Quotation, and Canceling the Contract from the Actions Menu - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The Reject action in bids, cost sheets, and construction quotations, and the Cancel action in contracts, moved from the status buttons in the page header to the actions bar, and it appears directly before Delete. 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