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How do I cancel a quotation?

How to cancel a quotation that hasn't yet been signed.

Written by Raymond Carrel
Updated over a week ago

If you want to cancel a quotation that hasn't been won, you can change the Status from the Edit tab.

Upon saving, you will be asked if you want to update the value of the associated opportunity - you will generally want to do so.

Cancelling a signed quotation

If your quotation has already been signed, please check this article.

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