Delete an Element from a Proposal

You can delete an element that is saved within a proposal. Deleting an element permanently removes it from the proposal and cannot be undone.

To delete an element from a proposal:

  1. In the Navigation pane, go to Proposals > Custom Proposals and open an existing proposal.
  2. Hover over the element until the Delete [Add ICON] displays. Click this icon to open the Delete Element dialog box.
  3. Click Delete when you are prompted to confirm the delete.
  4. On the Actions bar, click Save.