Delete or Remove Quotes

Delete a draft Quote

A draft Quote can be permanently deleted by selecting ‘Delete’ under 'Actions'. If the Quote expiry has been reset due to the Quote being started a while ago, then 'Actions' will be disabled until the Quote is saved again.

Removing other Quotes (once sent):

Once a Quote has been sent, it can no longer be deleted but it may be withdrawn.  A withdrawn Quote will no longer be viewable by your customer and will not be counted in your Dashboard stats.

To withdraw a Quote, view the Quote, then select ‘Withdraw’ (under ‘Actions’).

 

See also: The stages of a quote 

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