Deleting Quotes

You can delete a quote that is not valid. Deleting a quote also deletes the associated line items.

Note: A quote can only be deleted, when the completion status is not set to:
  • Awarded
  • Lost
  • Replaced
  • Cancelled
  • Deleted
  1. Access the Accounts or Opportunities details page.
  2. Expand the Quotes section. See Quotes related section.
  3. Click Delete corresponding to the quote.
    Note: You can click View Full List on the Quotes section to delete multiple quotes. Select the check boxes corresponding to the quotes to be deleted and click Delete.
  4. Click Yes.