Editing a Proposal Template within the Invoice Editor
To edit the proposal template
In the Invoice Home, click Make Changes to the proposal
ℹ️ Note: if the proposal has been accepted by the client, click Change Proposal in the navigation bar to enable editing on the proposal.
Editing the proposal template options is the same as the proposal template editor with two exceptions, adding a Discount and adding a Fee.
Adding a Fee or Discount to the Proposal
To add a Fee or a Discount to the proposal, click the Add button (icon shown above) and under Proposal Options click Add a Discount or Add a Fee to add a discount or fee to the proposal.
Package and Add-On Quick Edit
To quickly edit an added package or add-on, click or hover over the added option and click the edit button on the package or add-on item.