Edit a Saved Proposal

You can modify most aspects of an existing proposal.

If the proposal contains hub records, see Edit a Hub Record on a Proposal .

To edit a saved proposal:

  1. In the Navigation pane, select Proposals > Custom Proposals.
  2. In the Proposals grid, select a proposal and click Options > Edit.
  3. Add or modify elements on the proposal.
  4. On the Actions bar, click Save.