ClickSabi Pro
Proposals
Revising a sent proposal
How revisions preserve the record of what the customer received.
1 min readLast updated
Why revise instead of edit
A published version is what the customer received. Editing it would rewrite history, so ClickSabi creates a new version instead.
Creating a revision
Create the revision, make the changes, then publish. The previous version is marked as superseded and kept read-only for the record.
The customer's link
The existing link shows the newest published version, so the customer does not need a new one.
Related articles
- ProposalsProposal statusesWhat each status means and which ones lock the proposal.
- ProposalsPublishing and sharing a proposalPublish a version, control the link, and preview what the customer sees.
- ProposalsUnderstanding Proposal StudioWhere an offer is built, and what happens after you send it.
- ProposalsCreating a proposalThe three ways to start, including uploading an existing PDF.
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