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Delete a Quote

Delete a Quote (From the Quote List)

Important

This option is available only when:

  1. In the main menu, navigate to Sales > Quotes. The quote list opens.
  2. Choose the quote that you need to delete, click the More Options menu at the end of the row, and then click the Delete icon.
  3. In the confirmation dialog, click Yes, Delete.

Delete Multiple Quotes

  1. In the main menu, navigate to Sales > Quotes. The quote list opens.

  2. Select the check boxes in front of the quotes that you need to delete, click the More Options menu at the end of list header, and then click Delete.

    Tip

    To select bulk of items quickly, click next to the check box at the beginning of the table header and then select one of the following options:

    • All — Select all quotes.
    • All Visible — Select only quotes that are visible on the page now.

    To clear the selection, select None.

  3. In the confirmation dialog, click Yes, Delete.

Delete an Quote (From the Quote Details)

Important

You can delete a quote in this way only when the Quote Management Flow / Backoffice Quote Flow with Approvals are inactive. Otherwise, use the Delete transition defined within the active workflow:

  1. In the main menu, navigate to Sales > Quotes. The quote list opens.
  2. Click the quote that you need to delete. The page with quote details opens.
  1. Click Delete on the top right of the page.

  2. In the confirmation dialog, click Yes, Delete.

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