Overview
Remove outdated or erroneous proposals from your list while ensuring audit trails remain intact.
Steps
In the Proposal list, click Action → Delete on the target proposal.
Confirm the deletion in the pop-up dialog.
The proposal moves to the system trash and is no longer visible.
Tips
Only delete drafts or declined proposals; accepted proposals are best archived.
Troubleshooting / FAQs
Q: Unable to delete a proposal.
A: Proposals converted to invoices cannot be deleted—first delete the related invoice.