Delete quotation

Delete quotation

Goal

This article explains how to permanently delete a quotation from the system. Use these steps if you need to remove a quotation that is no longer needed.

Warning
Deleted quotations cannot be restored.

Procedure

Step 1: Find the quotation

Open the quotations list. Use the search box to find the quotation by free text, customer name, quotation name, or quotation number.


Step 2: Select the quotation

Mark the checkbox to the left of the quotation you want to remove. Make sure you selected the correct record.


Step 3: Click the Delete (trashcan) icon

Click the trashcan icon in the upper-right corner to start the deletion.


Step 4: Confirm the deletion

In the confirmation dialog, review your choice and click Delete to confirm. This action cannot be undone.


Idea
Before deleting, double-check the quotation number and customer to avoid removing the wrong record.

    • Related Articles

    • Purchase - Article delete

      Goal This guide explains how to delete one or more articles in the Purchase area. Deleting removes the item from the articles list in the system. Deleting an article does not change existing quotations or orders. If an article is already used in a ...

    • Create a quotation

      Goal This article explains how to create a new quotations record for a company, add products, generate a PDF, and send the quotation by email. To create and email quotations, your user role must have permission to create records and send emails. If ...

    • Quotation - update- (example: poster)

      Goal This article shows how to update an existing quotation. You will learn how to change quantity, format, print material, and ink settings. At the end, you can also customize the product view to show only the columns you need. Procedure Step 1: ...

    • Quotation - Add New (example: Poster)

      Goal This article shows how to create a new quotation (example: Poster). You can start from the quotations overview or from a specific company. The steps then continue the same way to complete the quotation. For details about each field on the form, ...

    • Delete activity

      Goal This article shows how to delete an activity in the system. Follow the steps to find the activity, select it, and delete it safely. Deleting an activity is permanent. You cannot undo this action. Procedure Step 1: Open activities In the main ...