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How do I edit a proposal?

After speaking to the client directly, they may ask you to make some changes to the proposal. Here is how to edit the proposal📝

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Written by Rachel King
Updated over 3 years ago

Go to your dashboard

Once yourself and the client have agreed on the change, head to your dashboard.

Latest Proposals

You will be able to view all proposals under Latest Proposals.

There will be a list of all current proposals, click edit proposal on the one you want to edit.

Make changes

Make any changes that you and the client have agreed on. This might be a change to the proposed cost, length of project or the client may want to add milestones.


Update the proposal

Update the proposal. This will be resent to the client for them to accept. Once they have accepted the resubmitted proposal, you are good to go!

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