---
title: How do I handle changes to a proposal I already sent?
description: How do I handle changes to a proposal I already sent?
---

[Skip to content](https://help.eligeo.com/how-do-i-handle-changes-to-a-proposal-i-already-sent#main-content)

English

Show submenu for translations

[More support](https://help.eligeo.com/kb-tickets/new?hsLang=en)

[![](https://help.eligeo.com/hs-fs/hubfs/Main-Horizontal-1.png?width=2000&height=523&name=Main-Horizontal-1.png)](https://help.eligeo.com/?hsLang=en)

- [Eligeo Website](https://www.eligeo.com/)

Open main navigation

Close main navigation

- [Eligeo Website](https://www.eligeo.com/)
- English
  
  Show submenu for translations
- [More support](https://help.eligeo.com/kb-tickets/new)
- [Contact us](https://share-na2.hsforms.com/12Zry5n2IQGGrj3Br6Mxe_g419i7r)

[Contact us](https://share-na2.hsforms.com/12Zry5n2IQGGrj3Br6Mxe_g419i7r)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Eligeo Knowledge Base](https://help.eligeo.com/?hsLang=en)
2. [FAQ](https://help.eligeo.com/faq?hsLang=en)

# 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.)](https://help.eligeo.com/how-to-manage-proposal-versions-v1-v2-etc?hsLang=en) 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](https://help.eligeo.com/how-to-set-a-current-proposal-version?hsLang=en) 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.

- [Getting Started](https://help.eligeo.com/getting-started?hsLang=en#main-content)

    - [GeoExtend](https://help.eligeo.com/getting-started?hsLang=en#geoextend)
    - [eConstruction](https://help.eligeo.com/getting-started?hsLang=en#econstruction)
    - [GeoExtend and eConstruction](https://help.eligeo.com/getting-started?hsLang=en#geoextend-and-econstruction)
- [Support](https://help.eligeo.com/support?hsLang=en)
- [FAQ](https://help.eligeo.com/faq?hsLang=en)
- [Core Modules (Daily Use)](https://help.eligeo.com/core-modules-daily-use?hsLang=en#main-content)

    - [Companies](https://help.eligeo.com/core-modules-daily-use?hsLang=en#companies)
    - [Contacts](https://help.eligeo.com/core-modules-daily-use?hsLang=en#contacts)
    - [Projects](https://help.eligeo.com/core-modules-daily-use?hsLang=en#projects)
    - [Payments](https://help.eligeo.com/core-modules-daily-use?hsLang=en#payments)
    - [Messages](https://help.eligeo.com/core-modules-daily-use?hsLang=en#messages)
- [The RFP Workflow](https://help.eligeo.com/the-rfp-workflow?hsLang=en#main-content)

    - [General Contractor (GC) View](https://help.eligeo.com/the-rfp-workflow?hsLang=en#general-contractor-gc-view)
    - [Subcontractor View (Bids Portal)](https://help.eligeo.com/the-rfp-workflow?hsLang=en#subcontractor-view-bids-portal)
- [Proposals & Invoices](https://help.eligeo.com/proposals-invoices?hsLang=en#main-content)

    - [Proposals](https://help.eligeo.com/proposals-invoices?hsLang=en#proposals)
    - [Invoices](https://help.eligeo.com/proposals-invoices?hsLang=en#invoices)
- [Jobs (Field Services)](https://help.eligeo.com/jobs-field-services?hsLang=en#main-content)

    - [General Contractor (GC) View](https://help.eligeo.com/jobs-field-services?hsLang=en#general-contractor-gc-view)
    - [Worker View (Jobs Portal)](https://help.eligeo.com/jobs-field-services?hsLang=en#worker-view-jobs-portal)
- [Integrations (Admin Setup)](https://help.eligeo.com/integrations-admin-setup?hsLang=en#main-content)

    - [monday.com](https://help.eligeo.com/integrations-admin-setup?hsLang=en#monday-com)
    - [Procore](https://help.eligeo.com/integrations-admin-setup?hsLang=en#procore)
    - [Twilio (SMS)](https://help.eligeo.com/integrations-admin-setup?hsLang=en#twilio-sms)
    - [Payments](https://help.eligeo.com/integrations-admin-setup?hsLang=en#payments)
    - [QuickBooks](https://help.eligeo.com/integrations-admin-setup?hsLang=en#quickbooks)
- [Settings (Admin Only)](https://help.eligeo.com/settings-admin-only?hsLang=en#main-content)

    - [User Management](https://help.eligeo.com/settings-admin-only?hsLang=en#user-management)
    - [General Configuration](https://help.eligeo.com/settings-admin-only?hsLang=en#general-configuration)
    - [Templates & Forms](https://help.eligeo.com/settings-admin-only?hsLang=en#templates-forms)
    - [Products & Billing](https://help.eligeo.com/settings-admin-only?hsLang=en#products-billing)
    - [Worker Management](https://help.eligeo.com/settings-admin-only?hsLang=en#worker-management)
    - [Module Customization](https://help.eligeo.com/settings-admin-only?hsLang=en#module-customization)

- [Eligeo Website](https://www.eligeo.com/)

[![](https://help.eligeo.com/hs-fs/hubfs/Main-Horizontal-1.png?width=2000&height=523&name=Main-Horizontal-1.png)](http://eligeo.com?hsLang=en)

<https://www.facebook.com/goeligeo> <https://x.com/eligeo> <https://www.instagram.com/eligeocrminc/> [mailto:hello@eligeo.com](mailto:hello@eligeo.com)

Copyright © 2025, eligeo CRM Inc.