Cancel (Quote)

The Cancel button causes the quote to become canceled. You would cancel a quote if you want a record of a pending quote that was never sent to a customer. This button is enabled when the quote is pending.

Canceling the quote does NOT cancel the related proposal contracts. If you want to cancel the related proposal contracts, you have the following options:

• You can click the Close button rather than the Cancel button. When you close a quote, you are given the option of also canceling the proposal contracts that contributed a quote detail to the quote.
• Before canceling the quote, you can select the quote details and click the Cancel button at the bottom of the page (in the Proposal Contract Actions section). When you click this button, the system cancels the proposal contracts linked to the quote details.
• You can transfer to the Quote - Quote Details tab and then drill down to the each proposal contract (using the contract context menu button). This transfers you to Contract - Main where you can cancel the proposal contract.