How to terminate an accepted proposal

Here we will go over how to terminate an accepted proposal

There may be times where you will need to terminate a proposal that has already been accepted by your customers.


You can also terminate your proposal if you would like to complete the proposal without getting your service item that charges on completion. If you would like the service item that charges on completion to be charged make sure to complete the proposal


To terminate a proposal first select proposals.

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Select the proposal you wish to terminate

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Select the three dots on the top right corner

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Select Terminate

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Your proposal has now been terminated

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