Cancel and Revert Changes

While building a proposal that includes hub records, you can cancel any actions that have occurred during the active session and revert back to the last saved proposal.

To cancel and revert changes in the proposal builder:

1. In the Navigation pane, go to Proposals > Custom Proposals and open an existing proposal.
2. Add records or select existing records for the proposal.
3. Select a record and click Edit [ICON] to change the proposal to draft mode.
4. Add or remove records and elements on the proposal.
5. Click Cancel and Revert Changes to cancel the edits and return the proposal to the original format.