Cancel a quote or proposal

You can cancel a proposal at any time before you convert to a workorder. You can Cancel both at the Quote level and at the Proposal level. Canceling at the Quote level means that you will communicate the cancellation with all the providers listed on the quote. Canceling at the proposal level means that you will communicate the cancellation with just the selected provider.

1. Open the quote entry.
2. If you are canceling at the Quote level, click Actions > Cancel Quote.
3. If you are canceling at the Proposal level, click More Options > Cancel. A confirmation and contact block opens.
4. Make sure the correct Providers are selected.
5. For Additional Recipients:

   • Click CC or BCC to open the address book

     OR

   • Enter the emails in the text box separated by a comma.
6. Select any Additional Email Options.
7. Add a message. Mandatory for the Cancel Action.
8. Click Apply. An email is sent to the provider(s).