We've all done it, pressed the button too quickly!!

So the Proposal has been generated and there is a spelling mistake, a missing cover or something that should be there and isn't!

As long as you haven't issued the proposal then there is hope!

On the Client File

Go to "Sales Management" and click on "Proposals"

Look for the proposal which is "Awaiting Acceptance"

Go to the Three Dots at the end

Click on "Modify Proposal"

This will take you back to the beginning of the Renewal process and the changes needed can be made.