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How to delete a quote template?
How to delete a quote template?
Kayette Alcantara avatar
Written by Kayette Alcantara
Updated over 3 months ago

How to Delete a Marketing Quote Template

In this article, we'll run through how you can delete a marketing quote template.

Please note that this function is only applicable to accounts with "Admin" access.

Marketing quote templates are a great way to save time and effort when creating quotes for your business. However, there may come a time when you no longer need a certain template and want to delete it. This can easily be done in just a few simple steps.

Step 1: Access Your Marketing Quote Templates

The first step is to access your marketing quote templates. To do this, log into your account and navigate to the "Templates" section. Here, you will see a list of all your saved templates.

Step 2: Find the Template You Want to Delete

Scroll through the list of templates until you find the one you want to delete. You can also use the search bar to quickly find a specific template.

Step 3: Click on the Template

Once you have found the template you want to delete, click on it to open it. This will bring you to the template's page where you can view and edit its details.

Step 4: Click on the "Delete" Button

On the template's page, you will see a "Delete" button. Click on this button to delete the template.

And that's it! Your marketing quote template has now been deleted. Please note that this action cannot be undone, so make sure you are certain you want to delete the template before confirming.

If you have any issues or concerns, please reach out to your Engage Support at support@engagedigital.io.


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