How to
Revise and resend a proposal after it was sent
The customer receives a fresh approval link for an editable, corrected proposal.
- 1
Open the sent proposal and cancel it so the active customer decision link is no longer usable.
Shop · proposals → open the proposal → cancel
Only a DRAFT proposal is editable. A customer decline also moves a proposal to CANCELLED.
- 2
Choose Reopen as draft, then edit the lines, room sections, prices, markup, tax, and notes that changed; update the linked catalog item's images separately when needed.
Shop · the cancelled proposal → reopen as draft
Reopening clears the former public token. Do not tell the customer to reuse the old link.
- 3
Review the complete proposal and send it again, or mark it sent if you delivered the revised copy outside the app.
Shop
Send to client creates a new live approval token; Mark as sent (no email) does not. Verify the customer's email and the newly generated public view before asking for approval again.