This article is intended to help guide you through updating and/or resubmitting a Proposal. Depending on the scenario, you may need to update your proposal due to incorrect information inputted, or you may need to update and resubmit the proposal if your customer has rejected your initial proposal submittal. In either case, you will follow the same steps.

1. The first step will be to locate the proposal that you need to Update and/or Resubmit. If this is your first time navigating the Proposal module, please use the following article for guidance:

2. Once you have located the invoice that you wish to update and/or resubmit, you will click on the Proposal ID to open the Proposal Details.

3. From here, locate the Edit button in the top right corner of the page. It will be the button with the pencil image within it.

4. Now that you have clicked the Edit button, the invoice will be open to edit. Make any and all required changes, including uploading a new proposal attachment (if required) and, once complete, click the Save button at the bottom of the page. Once clicked, the Proposal will be re-sent out for approval.