PippifyHelp Center

How to Delete a Quote

Feature Availability User Permissions Business Type Time to Complete Skill Level
All plans and the free trial Sales Manager and Admin Travel Agency and B2B - Closing Deals About 2 minutes Beginner

Summary

Overview: You can delete a quote that hasn't been sent, such as a draft you no longer need. Deleting is permanent.

Prerequisites:

  • You are a Sales Manager or the Admin. Sales Reps can't delete quotes.
  • The quote has not been sent.
  • The quote is not a costed quote.

Step-by-Step Instructions

Step 1: Clear it from the Review Queue first (Pippin's drafts)

  1. If Pippin drafted the quote, it also has a card in the Review Queue.
  2. Open Review Queue and click Reject on that card, so the card leaves the queue.

Step 2: Delete it from the Quotes page

  1. Click Quotes in the left menu.
  2. Find the quote. At the end of its row, click the trash icon.
  3. In Delete Quote?, read This will permanently delete the quote. This action cannot be undone.
  4. Click Delete. Click Cancel to keep the quote.

Step 3: Or delete it from the lead's page

  1. Open the lead and click the Quotes tab.
  2. Click the trash icon on the quote's row.
  3. Click Delete in Delete quote?. Click Cancel to keep the quote.

Verify It Worked

Success criteria:

  • The quote is gone from the Quotes page and from the lead's Quotes tab.

Troubleshooting

Common errors

  • No trash icon on the quote: a quote that has been sent (including one the lead viewed) can't be deleted, and neither can a costed quote. Sales Reps see no trash icon at all. Fix: a Sales Rep asks a Sales Manager or the Admin. To withdraw a costed quote that is waiting for approval, reject it in the Review Queue instead.

Limitations & considerations

  • You can't undo a delete.
  • To withdraw a costed quote, reject it in the Review Queue. It stays on the Quotes page.
  • If you only want to drop unsaved edits, use Discard on the quote page instead. It doesn't delete the quote.

Next Steps & Related Resources

  • Next steps:
    • How to Find and Track Quotes
  • Related articles:
    • How to Approve or Reject Items in the Review Queue
    • How to Edit a Quote
    • What Is a Quote in Pippify?

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026