Deleting a Contract Plan Category
Learn how to safely delete a Contract Plan category by transferring its contents to another category or permanently removing both the category and its contents.
Steps to delete a Contract Plan category
Open the category options
Locate the category you want to delete, then click the three-dot menu beside the category name to display the available actions.Select Delete Category
Click Delete Category from the menu to open the Delete Category dialog.Choose how to handle the category contents
If you want to keep the contents, select a destination category from the Select... dropdown. All items will be transferred before the category is deleted.Complete the deletion
Click Save to transfer the contents and delete the category, or click Delete Category Contents to permanently delete both the category and everything it contains.Verify the changes
The selected category will be removed. If you transferred the contents, they will now appear in the destination category you selected.
FAQs
How do I delete a Contract Plan category in QuoteCloud?
To delete a Contract Plan category, open the three-dot menu next to the category name and choose Delete Category. In the Delete Category dialog, either select a destination category to transfer all items and click Save, or choose Delete Category Contents to permanently remove the category and everything inside it.
Can I keep a category's contents when I delete the category?
Yes. When you open the Delete Category dialog, use the Select... dropdown to choose a destination category. All items in the category you’re deleting will be transferred to that destination before the original category is removed—helpful for keeping your quote software organized.
What happens if I choose Delete Category Contents instead of transferring items?
Clicking Delete Category Contents permanently deletes the category and every item it contains. This action is irreversible, so confirm you no longer need the items before choosing this option.
How can I verify the deletion or transfer was successful?
After completing the deletion step, the selected category will be removed from the category list. If you transferred contents, check the destination category to confirm the moved items now appear there. If items are missing or the category still shows, refresh the page and verify your permissions or contact support.
I don’t see the Delete Category option—what should I do?
If the three-dot menu does not show Delete Category, first ensure you’ve selected the correct category and that you’re viewing the category options. If the option still isn’t visible, you may lack the necessary account role or permissions; contact your account administrator or submit a support request via the Help Center for assistance.
Where can I find the QuoteCloud Help Center and what resources are available?
The Help Center is accessible from within QuoteCloud (typically via the Help or Support link) and contains step-by-step guides, troubleshooting articles, training materials, and instructions for submitting support requests. Use the Help Center to search for topics like managing contract plan categories or other tasks in your sales proposal software.
How do I submit and track a support request if I need help?
Open the Help Center and use the support or contact form to submit a request—include screenshots and details of the issue for faster resolution. Many support systems also let you track the status of your requests; check the Help Center or your support portal for a Requests or Tickets area to view updates.
Where can I check for system outages or service issues affecting QuoteCloud?
For system outages or service issues, check the Help Center or the designated status page in your QuoteCloud account. If you can’t access the Help Center, reach out to support directly for updates. Staying informed helps avoid disruption to your sales quoting software and proposal software workflows.
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