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. You cannot undo this action.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To delete an element from a proposal:

  1. Hover over the element until the Delete icon displays and then click it.
  2. On the Delete Element dialog box, click Delete when you are prompted to confirm the delete.
  3. On the Actions bar, click Save.