On the Quotation page, locate the quote you want to modify and click the Action Menu next to it.
From the menu, you will see three options: Edit, Duplicate, and Delete. This applies to quotes whose status is not “ProposalSent” or “ProposalSigned.”
For quotes with the status ProposalSent or ProposalSigned, you can only view them. If you want to make changes, first duplicate the quote, then use the Edit option on the duplicated version.
If you choose Delete, a confirmation pop-up will appear with the message: “Are you sure you want to delete ‘quote name’?”
In the pop-up, click Cancel to keep the quote or Delete to permanently remove it
