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Status Planned
Categories Proposal Manager
Created by David Brown
Created on Sep 19, 2024

Proposal need to editable

It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.

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  • Guest
    Reply
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    Feb 12, 2025

    Also to jump onto this one, for those on a PAYG, currently if a client changes their needs you have to create a new and therefore you will be billed twice for this.

    So the edit needs to not count as a new proposal otherwise the software is not financially viable.

  • Admin
    Rob Millen
    Reply
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    Oct 9, 2024

    Thanks David, we have started plans to allow for this. I'll keep you posted on the progress.