How can a client request changes to a proposal?

Overview

If a client reviews a proposal and wants something adjusted — pricing, scope, equipment, terms, or any other detail — they can request changes by adding comments directly on the proposal. This lets the sender know exactly what needs to be revised before the client signs or accepts.

The client receives an email with a link to the proposal.

Clicking the link opens the proposal in the client's web browser. The client scrolls through the proposal to review the project scope, pricing, BOM, and terms before signing.

If the client is not satisfied with the proposal and would like to request changes, they can add comments to the proposal.
This allows the sender to review the requested changes and update the proposal accordingly.
To add comments to the proposal, go to the right side of the screen and click the Add Comments option.