Delete or Remove Quotes

Delete a Draft Quote

To delete a Draft Quote, go to ‘Actions’ > ‘Change Status’ and select ‘Delete’.

It will be permanently deleted after after 30 days. Prior to this, you can easily recover it by going to Quotes, filter by ‘Deleted’ (from the status dropdown), click into the Quote, go to ‘Actions’ > ‘Change Status’ and select ‘Active’.

Removing other Quotes

Only Draft Quotes can be deleted, so all other Quotes can be Withdrawn instead.

To withdraw a Quote, go to ‘Actions’ > ‘Change Status’ and select ‘Withdrawn’.

Withdrawn Quotes:

• Will no longer be viewable to the customer.
• Won’t appear on your Dashboard, or be counted in your Dashboard Stats.
• Can still be found in if you search Quotes.