How to delete a proposal
Learn how to delete a proposal on the Web App with the simple guide below.
Please note that you can no longer recover the Proposal once you have deleted it since there is currently no Trash feature on the Web App.
Step 1: Select ‘Proposal’.
Click on ‘Proposal’ either in the Dashboard menu or in the left-hand panel of the screen to access the Proposal feature.
Step 2: Choose the Proposal.
Click the Proposal you want to delete.
Step 3: Select the three dots.
Click the three dots on the top right-hand corner to open the drop-down menu.
Step 4: Select 'Remove'.
Click 'Remove' to delete the proposal.
Step 5: Select 'OK'
Click 'OK' to confirm the deletion of the proposal.
Your proposal has now been deleted.
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides.
Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app. Check out our mobile app guides.