Edit proposals

You can only edit proposals with the status Draft. Proposals will be in Draft status if the option Save for Later is selected during Create Proposal. Once a proposal has been sent to a prospect the status will be set as Pending or Accepted. At this point the proposal can no longer be edited.

  1. Select Proposal Manager from the main menu.

  2. From the list, select the three dot icon for the proposal you want to edit.

  1. Select Edit Proposal.

  2. Complete the remainder of the proposal, Preview and Send to the prospect. Alternatively, select Save for Later to return the proposal to Draft status.