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Restoring a Voided Agreement

How EPC admin users can restore a voided install agreement in Enerflo using the Sales Company Agreements menu, including handling conflicts with an existing active agreement.

Written by Emilie

Admin users can restore voided agreements if needed.

💡 Note: This article covers restoring an agreement that shows as fully voided under Your Roles → Sales Company → Agreements. If you accidentally clicked Remove Agreement on an active deal, see How to Generate an Install Contract for what that does and how to recover by re-finalizing and regenerating.

  1. To restore an agreement, navigate to Your Roles > Sales Company > Agreements.

  2. Search the customer name and click the yellow Restore button for the agreement that is correct. Click the blue View button to view the agreements and confirm which is correct if there is more than one.

  3. If an error appears stating that there is already an agreement, click "Remove agreement" and then try to restore again. This will restore the selected agreement.

    1. After this is restored the last finalized proposal will be finalized within V2.

      1. This may not be the proposal that is associated with the agreement. This is fine.

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