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Frequently asked questions
FAQ-040What happens to the amounts and history when I cancel a quote?Quotes and commercial approvals · Agency and team
Canceling locks the quote, removes it from metrics, and preserves its audit history. It does not delete the quote or erase historical amounts. Open Quote Management, review the impact, and confirm cancellation only when appropriate. Then check the status and history. Invoices or orders that already depend on the quote are not changed by this action; review them separately.
Canceling a proposal does not refund money.
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