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.

Sales Quote and Sales Proposal Software - Bulk Delete Sales Quotes - illustration 1

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

Sales Quote and Sales Proposal Software - Bulk Delete Sales Quotes - illustration 2

Click on the Actions button, as shown below.

Sales Quote and Sales Proposal Software - Bulk Delete Sales Quotes - illustration 3

Select the option Delete Seleted.

Sales Quote and Sales Proposal Software - Bulk Delete Sales Quotes - illustration 4

Click deletion operation will now be completed.

Related User Guide Topics

Bulk update Sales Quote Status to Lost
11 Mar 2021
With so many deals, Sales team are time poor that’s why QuoteCloud makes it easy to edit deals in bulk. Giving you more time to close that next deal.
Bulk Delete Sales Quotes
11 Mar 2021
Sales teams need to focus on the next deal not get hung up on the losses. That’s why QuoteCloud allows users to quickly clean up all their old documents and focus on the new.
Revising a sent Sales Quote
28 Nov 2019
There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it
Customer Address Book
30 Oct 2019
If QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.

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