Quote Delete Option Choice For Free

In the Business menu, select Quotes. Select the relevant status tab for the quote you want to delete. Select the checkbox next to each quote you want to delete, then click Delete. Click Delete again to confirm.

You can select several lines and then click this button to delete all the lines at once. You see this button only if your Salesforce CPQ administrator enabled it. Add line item groups to your quote. Save your quote line changes without leaving the quote line editor.

The Quotes related list contains a list of all quotes that are associated with the opportunity. Next to each Quotes name is a Del (delete) hyperlink.

How to delete a Quote - YouTube YouTube Start of suggested clip End of suggested clip Now click apply next scroll to the quote you wished select and click on it. Now click on more thenMoreNow click apply next scroll to the quote you wished select and click on it. Now click on more then click delete click yes' to confirm the deletion. And you're done your quote has now been deleted.

Click the CRM tab and type in the customer name in the Search box. Click the Customers Name (link). Click on the Quote icon. Locate the quote by date. Look for the Action column. Click on the Delete Icon. Confirm that this is the quote you want to delete. Your quote has now been deleted. This action can not be undone.

The Quotes related list contains a list of all quotes that are associated with the opportunity. Next to each Quotes name is a Del (delete) hyperlink.

Quotations with the status "Sent" cannot be deleted. If you want to delete sent quotations, you must update them to "Lost" or "Canceled" before you delete them.