Deleting Quotes and Estimates

If you no longer need a quote or estimate, you can delete it. To delete quotes and estimates, you must belong to a security group that’s assigned the permission Quotes Delete Quote.

Note: In addition to deleting individual quotes, you can also delete batches of expired quotes. Typically, this is done during the month-end closing process. For more information, see Deleting Expired Quotes.

To delete quotes and estimates

1. Press F12. The Quote and Estimate Writer opens.

2. Click Find Quote/Est. The Quote and Estimate List appears.

3. If you don’t see the quote or estimate that you want to delete, type the customer’s name, phone number, or quote number and click Find.

Note: If you still don’t see the quote you want to delete, it might be expired or locked. To view expired quotes only, select Expired; to display both active and expired quotes, select Both; to display locked quotes only, click Locked. For more information, see Quote and Estimate List.

4. Select the quote or estimate that you want to delete, and click Delete Quote/Est. A confirmation message appears.

5. To remove the quote or estimate, click Yes.

6. Close the Quote and Estimate List and the Quote and Estimate Writer screen.