How to Edit a Locked Proposal

Rachel Hughes

Created Apr 24, 2024

How to Edit a Locked Proposal

1
    a

FollowUpCRM

8 Steps
1

1. Locate the Project for which you'd like to work on a Proposal. Scroll down to the Proposals module. Locate the proposal you'd like to edit, and click view.

Locate the Project for which you'd like to work on a Proposal. Scroll down to the Proposals module. Locate the proposal you'd like to edit, and click view.
2

2. Click on Unlock

Click on Unlock
3

3. Click on Create Copy

Click on Create Copy
4

4. Make any desired edits.

5

5. Click on Resend to Client

Click on Resend to Client
6

6. Click on Resend to Client…

Click on Resend to Client…
7

7. Type "Enter New Email Address"

Type "Enter New Email Address"
8

8. Click on Send to Client

Click on Send to Client
Well done!
Create how-to guides like this in a snap. Get Tango now.