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Disable a Proposal Link
Disable a Proposal Link

You can disable a proposal link to prevent your client from viewing it.

Portal Pal avatar
Written by Portal Pal
Updated over a week ago

If you send a proposal by mistake or don't want the client to have access to it anymore, move it back to Draft or Declined status. You'll still keep all of the information from the proposal within your account, but by setting it to Draft or Declined, the initially submitted proposal link will no longer direct to a live page where it can be viewed. 

To move it back to draft, open the options menu and select Draft or Declined.

If you'd like to grant access to the proposal again, you can submit it again and your client will receive a new email and live link. 

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