Cancel or Delete Approved/Signed Quotes

HubSpot Ideas
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41

I agree with all of the above suggestions. Deleting or archiving signed quotes that have errors, need updates, or were never paid would be a great way to keep HubSpot clean and organized. If there is concern about losing critical data, HubSpot could require approval to delete a quote. Additionally, adding the ability to tag quotes with properties would be a helpful way to filter out quotes that should not be used in a report. For example, you could tag quotes that are for internal use only, or quotes that are no longer active. This would make it easy to find the quotes you need and avoid including irrelevant data in your reports.

This issue was first reported over 2 years ago and seems at the surface to be a small ask?

42

Coming back to this thread because I just noticed an “Archive” button on my quote tool… is it happening? I don’t want to get too excited but does this mean we can get rid of signed quotes now?

43

:tada:It’s live in my portal​:tada:

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Well done, Hubspot dev team, well done!

44

Archiving is not the same thing as deleting. We do not want unusable quotes to be simply archived, where they will be mixed in with valid quotes. The original request is for the ability to delete any Quote record desired, even if only SuperAdmins are allowed to do so.

45

Think Archiving might be good enough for us, but a hard delete still preferred

46

Hey All, as of 9/26/2023, we’ve enabled customers to archive quotes! This can be done from the quotes index page, details page, and deal summary page within the quote card.

47

We also need that to clean up the data and the statistics.

Sometimes, manualy signed quotes are not in reality because of a mistake of the user (sign the wrong quote in a list a many for example)

This operation have to be linked to a new securit policy to define who can do this (for sure not all the users)

48

If not at the Sales Team level can an Administrator delete a signed quote at least in the interim of the functionality being available

49

I have just experienced this problem whereby the customer legal entity name on the quote needed changing, and the person who signed the order, wasn’t actually an authorised signatory at the customers end. I have cloned the signed quote and sent over a new quote with a space for the signature and PDF download link, which I hope will be sufficient in this case.

50

am following up on this thread - has anyone had success in a work around for this? would love to hear your ideas!

51

Yes, We did once to train and need to delete it, anyway if an error is made, better to delete

52

we need to be able to delete it please

53

Empty

54

Why is the previous comment “Delivered”?
I believe Quotes are still not able to be deleted.
Admins should be able to delete them because there are many ways in which garbage data gets created.
Archiving is not a satisfying option for keeping garbage data.