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.
