1
Open your document list
Navigate to the dashboard where your documents are listed under All Documents.
Deleting Documents (Single Document & Multiple Documents)
Learn how to delete documents in QuoteCloud whether it's a single file, multiple selected documents, or by emptying the Trash Bin entirely.
Deleting Documents and Emptying the Trash Bin
Learn how to delete single or multiple documents, move them to the Trash, and permanently remove documents by emptying the Trash Bin.
Steps to delete documents and empty the Trash Bin
2
Locate the document to delete
Find the document you want to remove from the document list.
3
Open the document options menu
Click the dropdown arrow beside the document to display the available document actions.
4
Select Delete Document
From the dropdown menu, click Delete Document to move the selected document to the Trash Bin.
5
Confirm the document deletion
In the confirmation modal, click Delete to confirm and move the document to the Trash Bin.
6
Select multiple documents
To delete multiple documents at once, use the checkboxes beside each document or the header checkbox to select all desired documents.
7
Open bulk document actions
After selecting multiple documents, click the Actions button at the top-right of the document list.
8
Delete selected documents
Choose Delete Documents from the actions menu to move all selected documents to the Trash Bin.
9
Confirm the bulk deletion
In the confirmation modal, click Delete to move the selected documents into the Trash Bin.
10
Open the Trash section
In the left sidebar navigation menu, click Trash to view all deleted documents.
11
Select documents for permanent deletion
Use the checkboxes beside each trashed document or the header checkbox to select the documents you want to permanently remove.
12
Open Trash actions
Click the Actions button while viewing the Trash Bin to display available bulk trash actions.
13
Permanently delete documents
Select Delete Documents from the actions menu to permanently remove the selected documents from QuoteCloud.
14
Confirm permanent deletion
In the confirmation modal, click Delete to permanently delete the selected documents. This action cannot be undone.
15
Verify the Trash Bin is empty
After deletion is complete, confirm that the Trash Bin no longer contains any deleted documents.
Frequently Asked Questions
What deletion methods does the QuoteCloud guide cover?
The guide explains three deletion methods in QuoteCloud: deleting a single document, deleting multiple selected documents at once using bulk actions, and emptying the Trash Bin to permanently remove all trashed items.
How do I delete a single document in QuoteCloud?
To delete one document, open your QuoteCloud dashboard, select the document row (or use the item’s action menu), then choose Delete or Move to Trash. UI specifics may vary (right‑click menu, action dropdown, or delete button), but the general flow is select → Delete/Move to Trash → confirm when prompted.
How can I delete multiple documents at once?
Use the dashboard’s multi‑selection controls (checkboxes or multi‑row selection) to pick the documents you want to remove. After selecting, use the bulk action such as Delete, Move to Trash, or Actions → Delete Selected to move all chosen items to the Trash Bin in one step.
How do I empty the Trash Bin in QuoteCloud?
Open the Trash Bin (usually the trash can icon in the dashboard header). Use the Empty Trash or Empty Trash Bin button to permanently delete every item in the bin, or select specific rows with checkboxes and use Actions → Delete Selected to permanently remove only those items. Each permanent deletion requires confirmation before proceeding.
Can I delete some items but not all from the Trash Bin?
Yes. QuoteCloud supports both selective and full deletion from the Trash Bin. Tick the checkboxes next to the rows you want to remove and use the bulk delete action to permanently delete just those items, or choose Empty Trash to remove everything at once.
Will deleting a document permanently remove it immediately?
No — deleting from the dashboard typically moves a file to the Trash Bin first. Items in the Trash Bin can be permanently removed by Empty Trash or by using permanent delete actions. Note that permanent deletion requires confirmation and cannot be undone, so double‑check before confirming.
Where is the Trash Bin located in the QuoteCloud dashboard?
The Trash Bin is usually accessible from the dashboard header as a trash can icon. Opening it shows trashed documents and provides controls to permanently delete individual items, delete selected items, or empty the entire bin.
How does QuoteCloud’s deletion workflow fit with sales quoting and proposal software use cases?
QuoteCloud’s clear delete, bulk-delete and Trash Bin controls help keep your workspace tidy when using sales quoting software or sales proposal software. Move outdated quotes or proposals to the Trash Bin for review, then permanently remove them in bulk when you’re ready — reducing clutter while protecting against accidental permanent deletions with confirmation prompts.