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Editing a Proposal

Learn how to edit a proposal after it has been created

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 11 months ago

1. To edit a Proposal already created, go to the left side menu, click on Projects and find the Project you created the Proposal for and open it. Then click the Proposals tab at the top under the Project name. On this window, you can see all of your Project Proposals and from here you can delete or send a Proposal by checking in the box next to the Proposal and clicking on the Actions button to the right. You can also add Proposals from this window by clicking the +Add button.

How to go to Proposals tab in a Project

2. To edit a Proposal, click on the Proposal number.

How to edit a specific proposal

This will open the Edit Proposal window and from here you can edit these details

  • Remarks: On this tab you can edit the default Proposal Remarks (from Settings)

  • Additional Deposit Request: On this tab you can record additional deposit requests by entering the additional dollar amount requested. If you calculate the deposit request by percentage, you can click the Calculate button and enter the percentage requested to show the dollar amount. The required date will replace the deposit date on the Proposal

Where to find the Additional Deposit Request on the Edit Proposal window
  • Name/Phase: You can edit this to a specific Proposal name

  • Date: You can edit the date to show on the Proposal

  • Style: There are four styles available: modern, modern w/deposits, modern - No pricing and Tear Sheets. To see examples of these, click here

  • Send Proposal: Clicking this will open a side window to configure an email to send the Proposal

  • Buttons under Send Proposal: Clicking the far right button will open a PDF of the Proposal. Clicking the button next to that will open the PDF with the Client portal for payment

  • Search: You can search for an Item in the Proposal

  • Remove Item: After selecting the Item, you can click this button to delete or remove the Item from the Proposal

  • Add Item: You can add an Item from the Project to the Proposal

  • Edit an Item: You can edit an Item and its Components in a Proposal by clicking on the Item Ref. #

    Where to click to edit an item and its components in a proposal


  • Delete: Clicking this button will delete the Proposal

    Where to click to delete the proposal


3. When you are finished editing the Proposal click on the Save button in the top right or bottom right corner.

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