Withdraw a quote

Take back a sent quote so the customer can no longer accept it.

Where: Jobs & planning › Quotes › (sent quote) › WithdrawFor Owners, admins, dispatchers

Step by step

Open the sent quote.
Press Withdraw at the top right. The status changes to Withdrawn and the link is no longer valid.

Rules

Only a sent quote can be withdrawn. A withdrawn quote cannot be reopened or revised; create a new quote if needed.

Make a new version of a quoteChange the price or the work on a sent, declined or expired quote by making a new version with the same number.
Delete a draft quoteRemove a quote that was never sent.