Did you make a mistake or want to get rid of a quotation? Read on to find out how you can delete quotations in just two clicks.

  1. Navigate to your deal overview and select the deal for which you want to delete a quotation.

  2. Scroll down to the follow-up section, click the three dots next to your quotation and select Delete:


  3. Confirm you really want to delete the quotation by clicking Delete again in the next pop-up screen:



Remarks

  • As you can read in the pop-up screen, deleting a quotation is permanent. This means it cannot be restored, not even using the recycle bin.

  • Deleting the quotation in your account will also delete it on CloudSign, so it will no longer be available for your leads or customers.