You may find yourself creating a proposal and before you know it, in the excitement of issuing the proposal, you may have crossed what may have been your Best to your Good, or your Budget proposal to your Better.
No worries!
Our workaround for this would be to simply relabel each proposal on the Summary Page before you present to your customer. Any time you see a pencil, you can make edits. Simply edit the proposal names and you are good to go!
No need to delete each of the systems you had in place and start all over again.
*Please note that this will only effect the proposal you have updated.
Any edits within a proposal is temporary and for that proposal only.
In order to change/update proposal labels permanently, this can be done in the Office > Settings > Proposal Labels.