Cancel a Quote

You can cancel an agreement quote prior to activation using the SM Agreement Cancellation form.

  1. Launch the SM Agreements form.
  2. Select the quote to cancel (must have a Revision status of Quote).
  3. Click Cancel Quote.
    The SM Agreement Cancellation form displays.
  4. Review the quote information to ensure you are canceling the right quote.
    Note: You cannot change the information displayed in this form; it is informational only.
  5. Click Cancel Quote.
The quote is canceled and you are returned to the SM Agreements form.