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Company Pilot
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Decline a quote invitation

Give the company a clear response.

When you cannot quote a scope, use the decline action and confirm your choice. The company can see the invitation response and follow up with another trade partner.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Respond when the job is not a fit

Invitation 1
Open scopeMaple House
01 · Connected record
Response 1
Decline to quoteMaple House
02 · Connected record
Confirmation 1
Confirm declineMaple House
03 · Connected record
Illustrative workspace · sample data

How it works

  1. 01

    Invitation

    Review the opportunity before responding.

  2. 02

    Response

    Choose the supported decline action.

  3. 03

    Confirmation

    Confirm so the company can see your decision.

HOW IT CONNECTS

Scopes, bids & assignments

An invitation becomes a quote, a decision and an assigned scope of work.

Explore this area
See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.