Getting Started With Details
Education & Learning
Why does my proposal still show the old items?
Problem: You changed something on the worksheet, but the proposal is still showing the old items
Solution: Save and publish a new proposal version. Any time you make changes to the worksheet, you’ll need to save and publish a new proposal version for the changes appear in the contract.
- After you save a New Version of your worksheet, go to the Proposal page.
- Click 'Save and Publish'
- The link will be updated with the latest changes.
Special Note: The link itself does not change, but we still recommend emailing your client the link when you let them know you’ve completed the changes. This way, they don’t have to search for it in their email.