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Deleting quotes in the portal

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

  1. Click 'Quote' in the icons section 
  2. 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

  1.  Click 'Quote' in the icons section
  2. Once you have selected an individual quote and are in ‘Quote details’, click ‘Delete quote' in the top right hand corner. 

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