You can delete proposal by following the below steps:
- Go to Proposals Report, select the proposal record you want to delete.
- Click Operations Menu.
- Click Delete.
While deleting a proposal you will be asked to confirm or reject the action by clicking “OK” or “Cancel” in the dialogue box appeared.
NOTE: Any record once deleted, cannot be recovered, so please exercise precaution before deleting.
Learn more about Proposals
Create a quick proposal
Customize your proposals
Share proposals to your contacts
Download PDF of a proposal
Use filters to sort quick proposal