Delete a quote or estimate

This explains how to delete a quote or estimate.

If you want to keep your quote numbers sequential, we recommend that you set the quote as declined rather than deleting it.

To delete quotes, you must complete the following steps:

  1. Go to Sales, then click Quotes & Estimates.
  2. Select the check box next to the quote you want to delete.
  3. If you want to delete more than one quote, repeat the previous step for each of them.
  4. From the action toolbar, click the Delete button then click Yes when prompted.

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