Delete a quote

If you or someone else has mistakenly created a quote, find out how to delete it.

A deleted quote will be listed on the All tab with a status of Deleted.

Delete a draft quote

  1. Go to Accounts, then click Sales.
  2. Under the Quotes heading, click the Draft status panel.
  3. Select the check box next to the quote you want to delete.
  4. Click Delete.

    Image showing Delete selected.

  5. Click OK.

Delete a sent, accepted or invoiced quote

Deleting an invoiced quote does not delete the invoice.
  1. Go to Accounts, then click Sales.
  2. Under the Quotes heading, click the Sent, Accepted or Invoiced status panel.
  3. Select the check box next to the quote you want to delete.
  4. Click More, then Delete.

    Image showing quotes selected for deletion.

  5. Click OK.