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?
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.
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.
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.
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