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.

Detailed Steps:

Step 1: Go to the "Customers" 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 "Proposals" button.

Step 3: On the customer's Proposals page, you will see all the proposals you have created. Under every proposal you shall see the "View Proposal" and "View Detail" buttons. To edit the proposal, click on the "View Detail" button and all details of the proposal shall be visible.