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How To Delete A Sales Quote Template

If you find the need to remove any of your Sales Quote Templates, this can be done two different ways, as shown below. 

If you don't currently use the template, but don't want to delete it, you can unpublish it by following the instructions in How to Temporarily Remove Access to a Sales Quote Template.

While in the Sales Quote Dashboard, go to Content Libraries and select Templates.

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The Manage Templates screen will show all current templates. 

To delete, click on the downwards arrow (next to Edit) to the right of the relevant template, as shown below.

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A list of options will appear. Simply click on Delete.

This option is best used when only one template needs to be deleted.

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The second method is to select the checkbox to the left of the relevant template. The row will then be highlighted in green. You are able to select multiple templates using this process.

With your templates selected, click the Delete button at the bottom of the screen.

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Once you have opted to delete the template/s, you will be prompted to confirm your selection.

Click OK to finalise the deletion process.

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Your template/s will be removed from the template list.

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Related User Guide Topics

How to Delete a Sales Quote Template
How to Delete a Sales Quote Template
13 Mar 2022
If you find the need to remove any of your Sales Quote Templates, this can be done two different ways, as described in this user guide topic. 
How To Temporarily Remove Access To A Sales Quote Template
How To Temporarily Remove Access To A Sales Quote Template
13 Mar 2022
If you don't have a current need to use a Sales Quote Template but may use it in the future, QuoteCloud provides the option to unpublish the sales quote template so your team is unable to select it, this user guide explains how.
Creating Sales Quote Templates
Creating Sales Quote Templates
13 Mar 2022
The Sales Quote Template library is a shared resource with all your colleagues, when you save a template everyone gets to see/use it and vice versa.
Edit Existing Sales Quote Templates
Edit Existing Sales Quote Templates
13 Mar 2022
Sales Quote Templates provide a start point for document content and layout when a Sales Consultant is creating new a proposal. Learn how to edit sales quote templates.
Sales Quote Template Style Settings
Sales Quote Template Style Settings
13 Mar 2022
When creating a sales quote template you can override the default company wide page style settings, this feature allows you to be specific on how you want your sales quote template to look.
How To Set Formatting Options For Your Blank Sales Quote Template
How To Set Formatting Options For Your Blank Sales Quote Template
13 Mar 2022
Multiple templates can be set up with different content and layouts depending on the sales quote requirements which will all be generated from the style settings saved in the Blank Document. This document acts as the Master Template for the look & feel of sales quotes.