To finalize a proposal, click the "Finalize" button located beneath the proposal you wish to move forward with, then click "Confirm".
Alternatively, a proposal can also be finalized by clicking the double arrows in the top right corner while viewing the proposal.
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, the existing agreement will be voided when the proposal is unfinalized.