Edit proposal content and items
Update subject, recipient, dates, currency, items, terms and rich proposal content.
Feature pathSales → Proposals → Open proposal
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Update subject, recipient, dates, currency, items, terms and rich proposal content. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Sales → Proposals → Open proposal and locate the existing record.
- Review status, activity, related transactions and client-visible history before editing.
- Change only the fields required by the current business event.
- Recalculate or recheck dates, totals, tax, ownership and visibility when those values are affected.
- Save and resolve any validation errors on the same form.
- Refresh or reopen the record and confirm the new value appears in the summary and activity history.
- Notify the customer or responsible team only when the edited information changes their action or obligation.
Important fields and decisions
SubjectConfirm this information is accurate and appropriate for the record.
Open and expiry datesConfirm this information is accurate and appropriate for the record.
Currency and totalConfirm this information is accurate and appropriate for the record.
Assigned staffConfirm this information is accurate and appropriate for the record.
Proposal content and termsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Use a clear subject and outcome.
- Check merge fields in the preview.
- Preserve acceptance information after the client acts.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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