Erase quotes

[bonniehaleD13]

How do you erase quotes within a deal? I have a few test quotes I made when trying out this features as well as some never sent to customers with mistakes on them. Am I overlooking a button? 

[JOakley]

Thanks, have done.  Hopefully it actually gets picked up one day

[JOakley]

"If the quote has been signed or has been paid, it cannot be deleted."
No, it doesn't help.
We realised as the client returned it that the wrong format had been sent.  We re-sent a new contract immediately and want to delete the old one so there's no future confusion.  Because it's signed, we cannot delete.  
We need an option to delete when a quote is created in error.  Thanks.

[TiphaineCuisset · Accepted solution]

Hi @JOakley 

Ok I understand better, apologies for the confusion there. 

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

Thank you

Best

Tiphaine

[JOakley]

Hi all, 
Note says this functionality was "planned for the near future" in 2018.  Is it the near future now?  Can we expect it soon?  Thanks!

[TiphaineCuisset]

Hi @JOakley 

Thank you for reaching out. 

You can delete a quote following these steps and edit them following these steps. 

Hope that helps.
Have a lovely day,
Tiphaine.

[jennysowyrda]

Hi @bonniehaleD13

Currently quotes cannot be deleted once they have been created. As you move forward, please treat all quote creations as permanent actions. If you need to edit a quote, you will want to create a new quote for this purpose.

UPDATE as of 8/22: This functionality is planned for the near future.

Thank you,

Jenny

[bonniehaleD13]

Thanks Jenny, 

I recieved help elsewhere at the time of my inquiry over a month ago. Turnaround time on replies could use some work (generally speaking, not singling you out).