How to revoke, edit and resend a proposal

Here we will go over how to revoke, edit and resend a proposal

Please note that you can only edit and resend a proposal if it has been saved, sent, read, declined, or expired but not accepted, terminated, or completed.

If you have a proposal that has been expired and you would like to renew this proposal you will need to revoke, edit and resend the proposal.

Go to proposals

Select the proposal that you would like to edit

Select the three dots on the top right-hand corner

Select Revoke & Edit

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.