Learn how to revoke, edit and resend a proposal in Bookipi Proposals
You can only edit and resend a proposal if it has been saved, sent, read, declined, or expired. You can’t edit and resend a proposal that has been terminated or completed, or hasn’t been accepted by your customer.
You will need to revoke, edit and resend any expired proposals that you were like to ‘renew’.
Learn how to revoke, edit and resend a proposal in Bookipi Proposals with the simple steps below:
Step 1: Go to Proposals
Step 2: Select the proposal that you would like to edit
Step 3: Select the three dots in the top right-hand corner
Step 4: Select ‘Revoke & Edit’
Step 5: Select ‘OK’
You can now edit the proposal
When a client attempts to open the old proposal it will show revoked or invalid proposal. You will need to send them the new edited proposal for them to sign.
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides.
Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app. Check out our mobile app guides.