Did you make a mistake or want to get rid of a quotation? Read on to find out how you can easily delete quotations.
Via the quotation detail page
- Navigate to the quotation you want to delete and go to the detail page
- Click on the three dots in the header section and select Delete
- Confirm you really want to delete the quotation by clicking Delete again in the next pop-up screen.
Via the linked deal
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Navigate to your deal overview and select the deal for which you want to delete a quotation.
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Scroll down to the follow-up section, click the three dots next to your quotation and select Delete:
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Confirm you really want to delete the quotation by clicking Delete again in the next pop-up screen.
Remarks
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As you can read in the pop-up screen, deleting a quotation is permanent. This means it cannot be restored, not even using the recycle bin.
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Deleting the quotation in your account will also delete it on CloudSign, so it will no longer be available for your leads or customers.