Find, edit or delete a proposal

Before you start

• Everyone can view proposals. Editing needs permission to edit clients. Deleting needs permission to delete clients (admins only by default).

Find a proposal

1. Go to CRM > Proposals.
2. Type in Search proposals... to match a title or client name.
3. Use the status filter to narrow the list.

Edit a proposal

1. Click the proposal's row (or … > Edit).
2. Click any step in the bar at the top to jump to it.
3. Make your changes and click Save. The button reads "Saved" when there is nothing new to save.

Delete proposals

A deleted proposal can't be restored, and the client isn't told.

1. For one proposal, click … > Delete and confirm Delete Proposal.
2. For several, tick them (or tick the header box to select every proposal shown), click Delete and confirm Delete Proposals.

Good to know

• Saving replaces the line items with your edited set. Earlier versions aren't kept.
• There is no duplicate action and no PDF download.