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  4. Products, Price Books, & Quote...
  • The Guide to Products, Price Books, and Quotes
  • Products and Price Books Overview
  • What are Quotes?
  • Importing Products, Price Books, and Quotes
  • How to enable Products, Price Books, and Quotations
  • How to create a Product
  • How to edit a Product
  • How to create a Price Book
  • How to edit a Price Book
  • How to add and remove Products from a Price Book
  • How to assign a Price Book to an Opportunity
  • How to customize Opportunity Product and Quote Product Layouts
  • How to create a Quote
  • How to Edit a Quote
  • How to Clone a Quote
  • How to delete a Quote
  • What is a Quote sync
  • How to create a PDF or a Merge Document
  • How to format and upload a document template
  • How to add Product fields to a Quote PDF
  • How to use Microsoft Word to add conditional merge statements into templates
  • How to delete a PDF or Merge Document

How to delete a Quote

You can delete your Quotes at any time. This will also delete any PDFs related to the record.

To delete a Quote:

  1. Open the Quote. Click the Actions dropdown and select Delete This Quote.
    Delete_quote_1.png
  2. A warning will appear. Click Delete.
    Delete_quote_2.png

You will receive a confirmation message when your Quote has been successfully deleted. It can be restored from the Recycle Bin.

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