Learn how to delete or removal a proposal in Bookipi Proposals
Please note that you cannot delete a “draft” proposal. You will need to first save the draft proposal and then remove it.
Step 1: Go to Proposals
Step 2: Select the proposal that you would like to delete
Step 3: Select the three dots in the top right-hand corner
Step 4: Select ‘Remove‘
Step 5: Select ‘OK‘
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.