Modifying Pricing and Services within a Draft Proposal

Modified on Wed, 17 Jun at 2:19 PM

This guide explains how to update services and pricing within a draft proposal:

Edit Services

Scroll to the Services section.
To modify an existing service:
- Click the service item via the pen icon
- Update the service name, description, and pricing.

To remove a service:

Select the service and click Trashbin

To add a new service:

Click New Service.
Select the desired service and enter the required information.