Use the following procedures to delete a project quotation.

Delete a quotation

  1. Click > .

  2. Highlight the header of the quotation that you want to delete, and press ALT+F9.

Note Note

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.

Mass delete quotations

  1. Click > > > .

  2. Click the button. If it is necessary, customize the query to match your needs.

  3. Click OKto transfer the quotations to the form. If the query transfers quotations that you do not want to delete, you can remove them from the form by highlighting them and pressing ALT+F9.

  4. Click OKto delete the selected quotations.

Note Note

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.