Is there a way to go back and make changes to a proposal after you have finalized it?
I just started using this program today and so far I really like it. I have gotten the hang of most of the features but would like to go back and revise some framing after finalization, haven’t been able to figure that part out yet.
Any help would be appreciated.
It’s my understanding that you have to copy the proposal and change the name just a little bit and then you can edit
Hi Kyle, yes Lyle is right. Once you finalize a proposal, you can’t make changes to it. This is to ensure that a proposal is not unexpectedly changed. But you can easily create a copy of the proposal and make the changes you need. When you’re on the Proposal page, click Actions and select “Create a copy of this proposal”.