So you would like to delete a quote?
There are two ways that you can delete a quote from your system. You can only delete quotes before they have been sent. Once they have been sent, they will remain until approved, rejected or scheduled as a job.
First way to delete a quote
- Click 'Quote' in the icons section
- Click the trash can on the right hand side of the quote list to remove the quote you no longer need.
Second way to delete a quote
- Click 'Quote' in the icons section
- Once you have selected an individual quote and are in ‘Quote details’, click ‘Delete quote' in the top right hand corner.