Delete a Quote

This article applies to:

You can delete a quote that is in any status on a contact record using the following steps:

  1. Open the contact record
  2. Scroll down and click on Orders
  3. Click the quote to open it
  4. Click the Delete button

Quotes that have not been sent and are in a Draft status may be deleted.

  1. Navigate to a contact where you have drafted a quote, but not sent it
  2. Select the Orders tab
  3. Click the Delete Draft button
  4. Confirm that you would like to delete the quote
  5. You will see the following confirmation when the draft has been deleted
Did this article answer your question?
Thank you for your feedback!