How to revoke, edit and resend a proposal

How to revoke, edit & resend business proposals using Bookipi

Learn how to revoke, edit and resend a proposal in Bookipi’s proposal maker.

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’.

Steps to revoke and edit business proposals

Step 1: Go to Bookipi’s proposal maker

Go to the Proposals section in Bookipi web app.

Step 2: Select your proposal

Select the proposal that you would like to edit

Step 3: Select ‘Revoke and edit’

Select the three dots in the top right-hand corner. Then select ‘Revoke & Edit’.

Step 4: Select ‘OK’

You can now edit the business 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.

Find out more about Bookipi Proposal Maker & more small business tools

• Get the most out of using Bookipi Proposal Maker with our user guides
  
• Learn how to use Bookipi Invoice on web app
  
• Fastest way to invoice with Bookipi Invoice mobile app