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Finalizing a proposal

Finalizing a proposal

Emilie avatar
Written by Emilie
Updated this week

To finalize a proposal, click the "Finalize" button located beneath the proposal you wish to move forward with, then click "Confirm".
Alternatively, a deal can also be finalized by clicking through to the agreement and completing it.

Making Changes After Finalizing

  • If a deal has been finalized but the sales rep wants to switch to a different proposal, they can go to the Proposals tab and click "Unfinalize" on the current proposal.

  • If the agreement has already been signed and the deal is marked as complete, the existing agreement must be voided before a new proposal can be selected.

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