Insightly Logo
Help Center
Help Center System Status Login
  1. Help Desk
  2. Knowledge
  3. Insightly CRM
  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 PDF or Merge Document

If you have made any errors, you can delete your PDFs at any time.

You will be unable to restore the PDF once it has been deleted.

To delete a PDF:

  1. Open your record. Go to the Related tab.
  2. If you are deleting a Quote PDF, scroll to Quote PDFs.
    If you are deleting a PDF from another record type, scroll to Files.
  3. Click the three-dot menu to the right of the PDF. Select Delete Quote Document or Delete This File.
    Delete_PDF_1.png

 

Was this article helpful?
Insightly Logo
Copyright © 2023 Insightly, Inc. Insightly Website Sitemap Terms of Service Privacy Policy
  • social_twitter
  • social_linkedin
  • Facebook
  • social_youtube