Documentation Index

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Editing Proposals

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You can edit any of your proposals from the CRM section of the Admin Panel.

Some details cannot be edited once a proposal is sent.

These fields are greyed out in the proposal record.


  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click CRM > Proposals.

  3. Click the proposal you want to edit.

  4. Edit your proposal as needed.

  5. Click the Save Changes button.


You've successfully edited your proposal.