How to Edit or Delete a Quote

Editing or deleting a quote is as simple as doing the same to an invoice!

Start by navigating to Sales>Quotes, and then click the three vertical dots icon to the right of the quote you want to make changes to:

image
Editing or Deleting a Quote

When you click the icon, a menu with two options will appear, Edit or Delete.

Delete: This will delete the quote from Smackdab - but don't worry! If you accidentally deleted the invoice by mistake, you can restore it from Settings>Data Management>Trash.

Edit: This will bring you back to the Quote Details page, which will allow you to have access to the powerhouse that let you build this masterpiece in the last article.

You can also access the ability to edit or delete the quote from the quote itself - just click on the quote name! This also brings you right back to the Invoice Details page, where you can click the Quote Option button in the top right.

image
Quote Option dropdown menu

The Quote Option button gives you the power to make changes to the quote, view the history of the quote, or even delete it!

From the main Sales>Quotes page, you can also select multiple quotes and use the "Bulk Action" button to delete them all at once.