Edit or Inactivate a Blueprint

Editing a Blueprint

Edits made to Quotes used as Blueprints do not apply retroactively to Quotes already created from that Blueprint. The changes will only affect new Quotes created after the update.

Inactivating or Deleting a Blueprint

Inactivating a Blueprint removes it from the list of available Blueprints for users to choose from when creating a Quote. This does not delete the Blueprint, and it can be later re-activated if desired.

Deleting a Blueprint deletes the Blueprint entirely.

Neither action affects any Quotes already created from that Blueprint.

To inactivate or delete a Blueprint,

1. Go to Quote Settings > Quote Blueprints
   1. Or, click "Edit Blueprint" while on a Quote Blueprint, then click the "Mange Blueprints" link
2. Select "Deactivate" or "Delete"