How to Delete an Estimate
You can only delete estimates or templates from the Recent folder. If the estimate is not in the Recent folder, click the green Refresh button labeled "Estimates recently opened by you".
Deleting Templates
1. Go to the Template folder, and click Edit Template.
2. Select Home > Estimate Properties and uncheck IsTemplate and Save.
3. From there you can delete that template from the Recent Home page folder.
If an Estimate was mistakenly closed when it was converted into a template, it's important to change its status back to Open. This means that the IT department should follow the instructions provided in this article to reset the Estimate to Open status instead of being closed- How to Open a closed Estimate
Follow the same steps as before to delete the template. Locate the template in either the Estimate or Recents Folder.
Deleting Estimate Versions
If you have created multiple versions of an estimate, and you wish to remove the first version (v1), you will not be able to do so without deleting the second version as well. For instance, suppose you have an Initial version (v1) of an estimate and a DD (Design Development) version (v2). In that case, if you attempt to delete the Initial version, you will not be able to do so because it is the primary estimate and cannot be deleted when there are related child versions.
However, if you want to delete the primary estimate, you can create a duplicate of the DD estimate as a separate tile with a new name. After that, you can delete the tile that includes both the Initial and DD estimates.
