workbencher

After a proposal is accepted

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Once accepted, a proposal is locked. The scope, prices, payment schedule and terms your client accepted cannot change, and the signed record stays available to you and your client.

To make a change, duplicate it as a new draft: choose More actions (the three dots), then Duplicate this proposal.

Then reach out to your client to confirm the details. Workbencher reminds you until you do. See Reach out after a yes.