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How to edit a proposal?
How to edit a proposal?

Customize and brand your project proposals:)

Sam S avatar
Written by Sam S
Updated over a week ago

Just like in reports, drag and drop the widgets present in the right side navigation onto the 'Proposal' to customize it.

Once you've done with the changes, click on "Preview and Freeze" to preview it.
You cannot edit a 'Proposal' after freezing it.

Have further questions about Proposals module? Feel free to reach out to us at [email protected]

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