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

Proposals - How to revoke, edit and resend a proposal. - Image 1

Select the proposal that you would like to edit

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Select the three dots on the top right-hand corner

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Select Revoke & Edit

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Select Ok

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You can now edit the proposal

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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.

Proposals - How to revoke, edit and resend a proposal. - Image 7