How Can I Edit an Existing Proposal?

This article will help you understand a scenario where the proposal is already created for a customer, but now some changes need to be made.

Points to Remember:

Either you can set up the standard discount or ask the organization admin, or if you have proper permissions, you will be able to add them yourself.

Detailed Steps:

Step 1: Go to the Customer object from the left-hand side menu.

Step 2: Besides every customer, you will see a proposals button. For your respective customer, click on the Proposal button.

Step 3: On the Manage Proposals page, you will see all the proposals you have created. Under every proposal you shall see the Proposal, Contract and View Detail Button. To edit the proposal, click on the view detail button and all details of the proposal shall be visible.