Can I move an accepted proposal back to the draft stage?
You cannot move an accepted proposal back to the draft stage. You can create a copy of the proposal and then start editing it.
- To create a copy, navigate to and open the X-Doc dashboard. Click on the three-dot menu of the proposal you want to copy, then select the Make a Copy option from the dropdown menu.
- A window will pop up asking for the details of the copy you are creating. Enter the required information, then click on the Save button.
- The copied proposal will open automatically and will be available in the Draft stage.
Related Articles
- How to Download the X-DOC Document That Has Been Accepted and Signed by a Client
- How to Create a Change Order
- How do I Transfer a Proposal to X-DRAW
Updated on: 09/17/2026
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