Editing a Proposal

A lot of times plans change and proposals need to be updated. Never fear, everything on a proposal can be edited! 

1) Go to the Proposals view

2) Find the Proposal 

You can find any Proposal by either searching the customer name in the search bar or scrolling down the list under the Proposals view

3) Click "Edit" under the Actions Column

3) Edit any of the fields and click "Preview & Share" at the bottom. Remember, you still need a Proposal Name, at least one line item, and a Customer Contact with a valid email address. 

4) You can download, print, and resend the updated proposal from the pdf page. Remember to resend the updated proposal to your customer by reviewing the email content and clicking "Share proposal", reviewing the email addresses and content, and then clicking "Send" in the modal.