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Editing a proposal after it's been sent
Editing a proposal after it's been sent
Gabriela Magaña avatar
Written by Gabriela Magaña
Updated over a year ago

Need to edit your proposal after it's been sent? Not to worry — Indy makes it easy for you to update your proposal!

From the Proposals page, click the 3-dot menu next to the proposal and select 'Edit'.

Make the necessary updates to your proposal and click the 'Save & update' button to save your edits. You won't need to do anything else on your end — the update will automatically be reflected in your client's proposal.

If you'd like to resend the proposal to your client via email, click the 3-dot menu in the top right corner and then select 'Resend'.

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