Editing a Proposal

Editing a Proposal

Once you’ve created a proposal in Arosoftware, you can easily go back and make changes — whether you need to update pricing, swap out marketing items, change sale methods, or rebrand it for a new listing.

  1. Go to the Prospects Section
  1. Find your Proposal in the Convert section
  1. Click the pencil icon next to the Proposal
  1. You can now:
    1. Update or add owners details
    2. Add or remove marketing items or packages.

    3. Adjust price estimates
    4. Change/reschedule marketing events on the calendar

    5. Update the feature sales and comparable listings

    6. Tweak your sales commission.
    7. Alter your Proposal expiry date
    8. Update the Proposal password
    9. Switch Proposal themes
  1. After making your updates click Save
Info
There’s no need to resend the proposal unless you’ve significantly changed the content and want to notify the vendor. All updates are live immediately through the same URL. If your client already has the link, they’ll see the updated version when they next open it.