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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.

Editing an Accepted Proposal

If a proposal has already been accepted and you need to make changes — a price correction, an extra item the client agreed to on the phone, a scope tweak — you have two options.

Option 1: Set the Status Back to Draft

  1. Open the estimate
  2. Tap Estimate Settings
  3. Change the status to Draft
  4. Edit the estimate as normal
  5. Send the revised proposal when you're ready

This overwrites the current estimate, but you won't lose the record of what you originally sent. The client's Activity Timeline and the estimate's Messages tab still show every previous send — including the version number and the exact PDF the client received. See Track Your Proposal for details.

Option 2: Duplicate and Edit the Copy

  1. Open the accepted estimate
  2. Tap Duplicate to create a copy
  3. Edit the copy with your changes
  4. Send the copy as a new proposal

This keeps the original estimate untouched as a record and gives you a fresh estimate for the revised scope. Best when the changes are large or you need to compare old vs. new side by side.

We're working on a dedicated Variations system that will make tracking changes against accepted proposals even easier. Until then, these two options will get you on your way. See Change Orders and Variations for more.

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.

Which Version Did the Client See?

Every time you send a proposal, Sammy stamps that send with a version number — you'll see a v{N} chip on each "Sent proposal" row on the client's Activity Timeline, on the estimate's Messages tab, and in the Message Centre.

This clears up the "wait, did they see my changes?" worry:

  • If you edit the estimate and send again, the new send gets a higher version number (e.g. v7 → v8)
  • Both sends stay on the timeline with their own chips
  • Tap any chip to see exactly what was in the estimate at that moment

So even if you're halfway through changes when the client rings, you can always check what they're actually looking at. See Finding Past Proposal Sends for more ways to track down a specific send.

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.

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