You can edit a proposal after you’ve sent it. Your changes don’t reach the customer until you click Publish. When you do, they go live straight away on the same link, so you don’t need to send it again.

Save versus Publish

There are two buttons:

  • Save keeps your changes in the builder. The customer still sees the last published version.

  • Publish makes your saved changes live. Anyone with the link sees the new version as soon as you publish, even if they already have the page open.

This means you can work on a proposal over several sittings, save as you go, and only publish when you’re happy with it.

Editing the content

  1. Open the proposal from the lead or from Proposals.

  2. Make your changes in the builder.

  3. Click Save.

  4. Preview it to check it looks right on desktop and on a phone.

  5. Click Publish.

The link doesn’t change, so the email or text the customer already has still works.

Changing the price

Prices work differently. The quote on a proposal is live, so if you change the quote on the lead, the customer sees the new figures the next time they open the proposal. You don’t need to publish anything for a quote change.

If you’ve changed a price the customer has already seen, let them know. Finding a different total when they come back to accept doesn’t make a good impression.

Changing the expiry date

You can move the expiry date at any time in Configure proposal, then publish. This is how you extend a proposal for a customer who missed the deadline. There’s a separate article on proposal expiry.

Changing the template doesn’t change sent proposals

Editing a template, or a master block on the Blocks page, doesn’t change proposals that have already been sent. Each sent proposal stays as it was when you published it.

So you can improve your template without worrying about pages customers are already reading. It also means that if you spot a mistake that’s in every proposal, you need to fix the template and also fix any live proposals that have the same mistake.

Going back to an earlier version

If you’ve published something by mistake, use Version Control to restore an earlier version, then publish again. There’s a separate article on restoring versions.

Common questions

Will the customer be told the proposal has changed? No. The page updates when you publish, but no message goes out. Tell the customer yourself if the change matters to them.

Can I take a proposal offline? If you need to stop a customer accepting, the simplest way is to set the expiry date to today and publish.