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Editing/Removing Line Items on Proposals
Editing/Removing Line Items on Proposals

Follow the steps below to change the name of a product/service or delete it.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

1. Look for the Deal/Customer where the item you need to change is

Look for the Deal/Customer where the item you need to change is

2. Click on the Proposal #

Click on the Proposal #

3. Click on the Purple Name of the item

Click on the Purple Name of the item

4. This pop-up will show up

This pup-up will show up

5. Click on the name of the product

Click on the name of the product

6. Delete the old one and type the one you like

Delete the old one and type the one you like

7. Click on Save

Click on Save

8. You will see the new name now

You will see the new name now

Deleting Items


1. Click on the name of the product/service

Click on the name of the product/Service

2. Click on Delete

Click on Delete

3. Your product/service will now be deleted

Your Product/Service won't be there anymore
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