How do I handle changes to a proposal I already sent?

You should use the Proposal Versioning feature. This allows you to create a new version of the proposal to make changes, while keeping a record of the original (V1) that you sent .

1. Open the proposal you need to change.
2. In the top-right corner, click the + icon next to the "Version" button.
3. A new version (e.g., "V2") will be created. (Refer to the How to Manage Proposal Versions (V1, V2, etc.) article)
4. Make all your changes (e.g., adjust line items or pricing) to this new version.
5. When V2 is ready, make sure its "Is Current" toggle is active. (Refer to the How to Set a "Current" Proposal Version article)
6. Click Update to save.

You can now share this new version with your client, and your original V1 is still saved for your records.