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.
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Select Proposal Manager from the main menu.
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From the list, select the three dot icon for the proposal you want to edit.
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Select Edit Proposal.
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Complete the remainder of the proposal, Preview and Send to the prospect. Alternatively, select Save for Later to return the proposal to Draft status.