Business Development
Hide a Quotation

4min
Introduction
It is possible to hide quotations from the New Requests grid.
Quotations that appear in the Sent grid are considered to have been officially sent to the client. These quotations must eventually undergo the process of being rejected or approved. 
Quotations in the Sent grid will remain there for 60 days and will be automatically deleted after that.
Conditions
To hide a Quotation, it must exist and be visible from the New requests grid.
If a Quotation is in the sent grid, you will need to wait for 60 days until it automatically disappears from the sent grid.
Guided steps
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<iframe src="https://scribehow.com/embed/How_to_Hide_a_Quotation__JZFfvCeNSq-Tk38pzSOeRw?removeLogo=true" width="640" height="640" allowfullscreen frameborder="0"></iframe>
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What I learned
1
Quotations that were canceled by a client or created by mistake can be deleted.
2
Quotations in the Sent grid will automatically disappear after 60 days, regardless of whether they were approved or rejected.
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Clone and Modify a Quotation
Turn Quotations into Bookings