Delete a Quote

You can delete an agreement quote using the SM Agreement Cancellation form.

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