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Quote: Deleting or Canceling a Quote

How to remove or void quotes in your system.

Updated over 3 weeks ago

Deleting

  • Click the Three-Dot Action Menu on a quote and select Delete Quote.

  • Restriction: Approved quotes cannot be deleted immediately; you must cancel the approval status first.

Canceling

  • You can manually update a quote's status to Cancelled if the client decides not to proceed, preserving the record for future reference.


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