[Product] [Quote] Ability to delete a product not in use

Required fields:

  • What is the problem, wish or change?
    Currently, when a product has been added to (and later on removed from) a quote, it cannot be deleted anymore. Customer is requesting the ability to delete a product that has already been removed from a quote.

  • Who or what is impacted?
    Any customer who manages their product catalog actively — particularly those who regularly add products to quotes for testing, pricing exploration, or one-off deals, and later remove them. It also impacts catalog hygiene workflows: account admins or CS-responsible users who want to keep the product list clean and free of outdated or obsolete items.

  • Why does this matter now?
    Over time, a catalog accumulates "ghost" products — items that were added, used on a quote, removed from it, but can never be deleted. This creates clutter in the product catalog, confusion during quoting (especially if a product has a similar name to an active one), and undermines trust in the catalog as a source of truth.

  • What does “done” look like?

    • A product that has been added to a quote and subsequently removed from that quote can be deleted from the product catalog without errors or restrictions.

    • The deletion either removes the product's historical reference from the quote gracefully (e.g., shown as a deleted/archived line item) or the system confirms the product is no longer actively referenced before allowing deletion.

    • No broken quote records, sync errors, or UI anomalies result from the deletion.

    • Ideally, if the product is still referenced on active quotes, deletion is blocked with a clear error message explaining why — so the restriction is intentional and contextual.

Acceptance criteria:

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Upvoters
Status

New

Board
💡

Feature Request

Tags

[CMP]_Quotes

Date

11 months ago

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