Delete a Quote

How to delete a quote (or statement of work)?

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

Note: Only quotes with the stage Draft can be deleted.

Open the desired draft quote. In the Contract pane, click the ellipsis (...) button and select Delete:

The Confirmation message box appears:

Click Proceed.

The quote is removed from the Quotes list. All content related to the quote is deleted, including the task board.

Note: If your quote came from a deal or opportunity in HubSpot, Salesforce or Dynamics 365, it is also removed from there.

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