Find and open the active or accepted proposal that you need to edit. At the top left corner you will see a three dotted button:︙ Click this button and choose: 'New Version (Edit)'. You will now return to the editing mode where you can make any changes you want.

Make the edits you need to make and click 'Send' when it is ready.

When Editing an Accepted proposal once the new version has been Accepted it will replace the first proposal. However if the new version is Withdrawn, the 1st Accepted version will remain as the active Accepted proposal.

Yes! After you have sent a new version, you, and the customer, will see the version in the top right corner of the proposal. Click the version number and you can navigate between the different versions.