How do I edit a proposal after its been signed?

Accidents happen. Once you've had a proposal electronically signed, you can't make any adjustments to it for legal reasons. But, in the event that you do need to change something about your proposal after it has already been signed, there’s a simple fix. 

Whether your client’s assistant accidentally signed the proposal, or your client signed the proposal before they were ready, you can work around that by making a copy of the proposal and resending it.


Make a Copy of Your Proposal

Making a copy of your proposal takes no time at all! Just click on the title of your proposal:

Then click on Copy on the proposal details page:
Enter in a new title (or recycle an old one) and send it off!

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