You and your Internal team have the ability to customize a proposal that has already been submitted! How do you do this? Let’s find out!

After submitting a proposal, you will notice that there is an option to customize the proposal. All you have to do is click Customize, make the necessary adjustments and re-submit. Clients will receive an email notification of updates made to proposals.

Bear in mind that if a client has already accepted the proposal, no further adjustments can made.