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Impact of Updated Proposal System
Impact of Updated Proposal System

What will happen to proposals that have been created before the transition to the new system?

Brianna Lysaith avatar
Written by Brianna Lysaith
Updated over a year ago

The updated proposal system fosters greater flexibility with regards to proposals. There have been a lot of powerful adjustments made including being able to edit a proposal, seeing who has viewed the proposal, adding more than one order to a proposal etc.

With all these enhancements, clients who utilize the proposal system may want to know the impact it may have on existing proposals and what the transition may look like.

Not to worry, existing proposals will be incorporated in the new system which means all these enhancements will also apply to them. There is no activity required on your part with regards to transitioning to the updated system. It will automatically be available to all who utilize proposals.

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