How to delete a proposal

How to delete a business proposal

Learn how to delete or remove a business proposal in Bookipi’s proposal maker.

Please note that you cannot delete a “draft” proposal. You will need to first save the draft proposal and then remove it.

Steps to delete a business proposal

Step 1: Go to Bookipi’s proposal maker

Go to Proposals in the left-hand section of Bookipi’s web app

Step 2: Select a proposal

Select the business proposal that you would like to delete

Step 3: Select ‘Remove’

Select the three dots in the top right-hand corner and press ‘Remove’.

 

Step 4: Select ‘OK’

Your proposal has now been deleted

Discover more tutorials for Bookipi Proposal Maker

• Get the most out of using Bookipi Proposal Maker with our user guides
  
• Learn how to use Bookipi Invoice on web app
  
• Fastest way to invoice with Bookipi Invoice mobile app