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Delete a Quote: How to Delete a Draft, Submitted, Declined or Expired Quote 

Learn how to delete a quote at Draft, Submitted, Declined or Expired stage in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

  • Sales Rep

Objective

This article explains how to permanently delete a quote in PSOhub at the Draft, Submitted, Declined, or Expired stage.

Prerequisites

Eligible Access
        You must have Admin, Controller, Sales Rep (assigned to the quote), or Project                            Manager access in PSOhub.

Applicable Stage
        The quote must be at Draft, Submitted, Declined, or Expired stage.

⚠️ Important: Signed quotes cannot be deleted using this process. See How to Delete a                Signed Quote Using the Test Quote Feature for the correct steps.

Steps

Stage Action required before deleting
Draft None — delete directly
Submitted Revoke first to return to Draft
Declined Revoke first to return to Draft
Expired Revoke first to return to Draft
Signed See separate article
  1. Only quotes at Draft stage can be deleted immediately. Quotes at Submitted, Declined, or Expired stage must first be revoked to return them to Draft before they can be deleted.  
  2. If your quote is already at Draft stage, skip Step 3 and proceed directly to Step 4. If your quote is at Submitted, Declined, or Expired, you must revoke it before you can delete it.
  3. Follow the steps in Revoke a Quote: How to Withdraw a Submitted PSOhub Quote to return the quote to Draft stage, then continue with Step 4 below.
  4. Navigate to Quotes from the main menu.
  5. Open the quote you want to delete.
  6. In the Financials tab, click the ellipsis (⋯) button.
  7. Select Delete Quote from the sub-menu. A confirmation dialog appears.
  8. Click Proceed. The quote is permanently deleted.

Result

The quote is removed from PSOhub. This action cannot be undone. If the quote was linked to a CRM deal or opportunity, the link is also removed.

Next Steps

✅ Delete a signed quote
        To delete a quote at Signed stage, follow the separate process using the Test Quote feature.
         How to Delete a Signed Quote Using the Test Quote Feature

✅ Copy a quote instead
        If you want to create a new version rather than delete, copy the quote to start a new iteration.
         How to Copy a Quote in PSOhub

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