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Edit a saved draft proposal in Pixie CRM Open
Proposals and select

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the Website planning training proposal Confirm
the customer and

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Draft status then choose Edit Proposal This
example revises an existing

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draft without sending it

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Change Open Till to the twenty-fifth of November
Confirm that the

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proposal is still linked to Maplebridge Design
and that its status

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remains Draft Review the recipient details before
saving any customer

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document

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Scroll to the saved service line and revise its
detailed description

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The existing line is edited directly so there is
no need to add

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a duplicate item Check quantity one the one
hundred and fifty pound

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rate and the proposal total

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Choose Save to store the revised draft Save and
Send is a separate

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control In the saved proposal check the number
subject customer

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total and Draft status Saving these edits does
not record delivery

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or customer acceptance

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Reopen Edit Proposal to verify the stored changes
The revised expiry

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date and service description are retained while
the customer quantity

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rate and Draft status remain as reviewed Complete
your internal

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checks before using a separate sharing or sending
workflow