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Making changes to the Proposal
Making changes to the Proposal

How to make changes before this proposal goes out to the customer

A
Written by Annelli Bradbury
Updated this week

In order to make any changes to the proposals, it is VERY important to mention that the proposal has NOT BEEN ISSUED to the client.

As long as you still have the Task -

Then you can still modify the proposal by going to the three lines in the left hand side below your name.

Modify Proposal will take you back into 5. Quotes

make whatever changes that need and then generate the document again.

Once the Proposal documents have been issued to the client, you can make changes but will need to download the proposal in order to send those documents off.

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