Editing Proposals
Can I Edit a Proposal?
New clients will sometimes ask how to edit a proposal.
The answer is that once you create a proposal in DesignSmart it cannot be edited. It can be deleted, but not edited.
The reasoning is that a proposal includes a proposal date, a proposal number, a certain list of items, and a total price. Taken in combination, they represent an offer made by your firm. To allow an existing proposal to be edited would introduce a world of confusion for both the client and the design firm.
However, many design firms will submit various proposals to a client before the client is satisfied and finally approves one of them. DesignSmart provides for this by allowing items to be included on multiple proposals.