Delete a Quote

Remove a quote that is no longer valid or was created in error.
Written by Isabel
Updated 1 week ago

To delete a Quote:

  1. Navigate to the Quotes view.

  2. Click the trash icon next to the quote.

Important: If the quote was already emailed to the client, it will remain accessible in their inbox. If the client attempts to accept a deleted quote, an error message will be displayed.
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