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Can I Edit a Proposal After Sending?

Yes, you can edit an estimate after sending it as a proposal, and you can resend the updated version to your client.

Editing a Sent Estimate

Even after sending a proposal, the underlying estimate remains fully editable:

  1. Open the estimate from the Estimates page
  2. Click Edit to make changes
  3. Update line items, quantities, rates, or scope as needed
  4. Save your changes

Your edits are saved to the same estimate record.

 

Resending to the Client

After making changes, send the updated proposal:

  1. Click Send on the estimate
  2. Update the email message to explain the changes
  3. Send the revised proposal

The client receives a new email with a link to view the updated proposal.

Example message:

"Hi Sarah, I've updated the proposal based on our conversation. The revised version includes the additional lighting we discussed. Please review the updated quote."

Important Notes

No Automatic Recall

When you resend a proposal, the previous version isn't automatically recalled. The client may still have access to the original email and link.

Best practice: Mention in your message that this is an updated version, so the client knows to refer to the new proposal.

The Proposal Link Updates

The proposal link shows the current state of the estimate. If a client clicks an old email link after you've made changes, they'll see the updated version.

Status Doesn't Revert

When you edit a sent estimate, its status remains "Sent" – it doesn't change back to "Draft". This preserves the record that a proposal was issued.

When to Edit vs Create New

Edit the existing estimate when:

  • Making minor corrections (typos, small adjustments)
  • The client requested specific changes
  • You need to update pricing

Create a new estimate when:

  • The scope has significantly changed
  • You want to keep the original as a record
  • You're providing a completely different option

For significant changes, consider duplicating the estimate first to preserve the original.

Tracking Email Delivery

You can see whether your emails have been delivered, opened, or clicked from the estimate detail page. This helps you know if the client has seen your proposal.