undefined - Bulk Delete Sales Quotes - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Bulk Delete Sales Quotes

When there are too many sales quotes marked as Lost or in Draft "Created" status and unwanted, there is a handy tool in the Sales Quote Dashboard to quickly select multiple sales quotes and delete them in one easy operation.

There is a Row Selection check box on the left of the Sales Quote Dashboard, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk Delete Sales Quotes - illustration ee9b877c-3837-4d97-adf3-1ac5cbe76d93

Tick the checkbox for each sales quote that you would like to delete, as shown in the example below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk Delete Sales Quotes - illustration 86b3c034-2664-449d-9b83-9b3a1eeb2695

Click on the Actions button, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk Delete Sales Quotes - illustration 70f5e5cf-f545-43eb-b3eb-c5788c2e6dbb

Select the option Delete Seleted.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk Delete Sales Quotes - illustration a6e1ab99-7633-493b-999a-e37ed1cf633b

The selected sales quotes will now be deleted.

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