How to cancel or delete submission

This article provides information on how to cancel or delete submissions in Appulate.

Cancel a submission

You can cancel the entire submission as follows:

1. Open the Quote request page.

2. Click Cancel request in the top-right corner.

cancel request

Note: You will cancel the entire quote request. You can also cancel a submission to a particular company.

As a result, the submission status will change to Request Cancelled.

Restore a quote request

You can restore a canceled quote request by clicking Restore request in the top-right corner.

restore request

Cancel a submission to a company

You can also cancel a submission to a particular company. To do it, you need to change the status to Request Cancelled (or Cancelled) by clicking the current status and choosing this option in the drop-down.

cancel submission

Note: This option is determined by the market's settings. Not all markets allow their submitters to cancel submissions. 

You can restore a canceled submission by clicking the status and selecting Restore in the Status dialog.

Delete a submission

You can delete a submission, click Delete request in the top-right corner.

This action is hidden if Who can delete an insured setting is "None" in Setup > Settings. Deleted submissions can be restored.

delete request

Note: You will delete a submission only for your company. Other companies involved in this submission will see this quote request with the "Request Cancelled" status.