edited proposals
Goode
Member Posts: 1
is it possible to view an original proposal that was edited after it was sent?
Example; I submitted a proposal for an agreed upon scope of work. Between approval and starting, the scope changed ultimately lowering the cost. Unfortunately, I cant find or view the original proposal to explain the cost difference to the client.
Is this possible or do I need to create and entirely new proposal every time something changes?
Example; I submitted a proposal for an agreed upon scope of work. Between approval and starting, the scope changed ultimately lowering the cost. Unfortunately, I cant find or view the original proposal to explain the cost difference to the client.
Is this possible or do I need to create and entirely new proposal every time something changes?
0
Comments
Hey @Goode! Thanks for reaching out here. Can you confirm what these proposals look like on your end? Are you using the Estimates feature within Wave in order to send proposals? If so, you should be able to edit a sent Estimate at any time, by clicking into it from Sales > Estimates, and clicking the 'Edit' button. If I'm off the mark, please let me know, and attach a screenshot of what these proposals look like on your end!