Deline

Record that a customer declined a quote

Open the quote in Quotes & products and press Record decline, then confirm. The quote is marked as declined and stays in your register.

  • L1 · Everyday
  • WhereAll countries
  • WhoOwner, Editor
  • PlanBasic and up
  • Timeabout 1 min

Steps

  1. Open the quote from Quotes & products.

    Choose Quotes to see only quotes.

    Step 1: Open the quote from Quotes & products.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen

  2. When the customer says no, press Record decline.

    Step 2: When the customer says no, press Record decline.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

  3. Confirm.

    Step 3: Confirm.
    Step 3 in Deline (Spain business, fictional data) · See the whole screen

Last checked 2026-11-08 by the guide runner on build 950c928ab (Deline cf14680cd) (local Deline stack).