Times of uncertainty means that things will have to change. As a professional service provider, you may need to change the engagement you have in place with your clients.
Let’s imagine that you’ve decided to decrease (or increase) the price of a specific service, and you want to make that adjustment without burdening the client with another proposal to sign.
You can do this by using the Accept on Client's Behalf option for both Classic and New Proposals in an Awaiting Acceptance status.
If you need to update a classic proposal, you can adjust a proposal to make these changes.
If you need to update a new proposal, you can follow the process here to make these changes.
Please note: We are currently developing a change request functionality for new proposals that will address these scope changes and price increases. We appreciate your patience as we continue to improve the New Proposal Editor. Stay tuned for more updates!