I nderstand why a signed quote can’t be deleted due to it’s being “legally binding”. But, we need the ability to remove this from our system so it won’t affect our reports, metrics, etc.
So, if I have to make a change, if I made a mistake, then it stays here forever? Seems I have to create a whole new quote but what about the quote amount in my reports, etc. But if I do that, now I am faced with always creating a *footnote situation. This is a really tough spot to be in.
Maybe there can be an “archive” status that will keep it’s legally binding needs in mind while removing it from our view, company and reports.