Delete Old Quotes

In general, it's better to create a View to hide old Quotes, rather than delete them, even though it is possible to permanently delete a Quote. Deleted Quotes can't be recovered.

Accepted Date, Invoice Date or Attached Files must be removed from a Quote before it can be deleted.


CREATE A VIEW TO HIDE OLD QUOTES

  1. Go to Quotes > click the Options button from the top menu bar.
  2. Click on the Add Filter icon and select the desired criteria.
  3. Save the View for quick access later.filter a quote view

DELETE A QUOTE

  1. From the Quotes View, click on the name of the Quote to Delete.
  2. Click the Edit icon in the Quote Info area.
  3. Click the Delete icon.

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