I would like to see an added feature to the quotes screen of being able to “delete selected “ quotes
You can currently select quotes in bulk by clicking on the box to the left, but… There’s no option for a “delete “ tab
This would allow us to delete Multiple old quotes, in which the dates have already passed, or quotes in which the guest never booked.. Rather than having to open each quote individually and delete it
Thanks
Hi Stacia,
Thanks for the feature request.
While I understand the desire for a bulk delete option, this is likely not something we would add. Quotes are intentionally retained in the system because they provide valuable historical and reporting data. For example, quote records help you track guest interest over time, measure quote-to-booking conversion rates, review past pricing, and maintain a complete history of interactions with prospective guests.
Because of this, OwnerRez is generally designed to preserve quote history rather than encourage bulk removal of older records.
The ability to delete individual quotes will remain available for situations such as test quotes or records that were created in error, but bulk deletion of quote history is unlikely to be added at this time.
If the concern is primarily reducing clutter on the Quotes page, a better approach would be to use filters and save a custom view that excludes expired or older quotes. This allows you to keep the historical data available for reporting and guest history while keeping your day-to-day workflow focused on active opportunities.
Let me show you how you can use these filters to your advantage:
Why Bulk Quote Deletion Is not an option - Watch Video
