Once you’ve submitted a proposal, things can still change— and that’s okay! Whether you’re adjusting dates, updating pricing, or continuing negotiations, you can edit a submitted proposal directly from the inquiry. This allows you to keep the conversation moving without creating a brand-new proposal or losing context.
Below, you’ll find a short video walkthrough, followed by written steps that walk through how to make updates, what you can change, and what happens once you save.
Where to Edit a Submitted Proposal
If you’ve already sent pricing for an inquiry, you can return to that same inquiry to make updates.
From the inquiry view, open the inquiry where pricing has already been submitted. Click on the dates you entered to access the full details of the proposal.
Scroll to review all details of the proposal you previously sent. If you need to make any changes, click Edit proposal to reopen the proposal.
This opens the same fields you completed when you originally submitted pricing, all of which are now editable. You can update details as negotiations progress, the event scope changes, or your availability shifts.
What You Can Update
Editing a proposal gives you full flexibility. You can adjust any of the original details, including:
Availability and event details
Event dates
Guest count
Room nights
Room rates
Pricing and negotiations
Meeting space details
Food and beverage
Concessions or negotiated terms
Proposal settings
Expiration date
Attachments
Primary contact for the inquiry
If negotiations are ongoing, this is where you can reflect changes and keep everything aligned in one place.
Saving and Sending Your Updates
Once you’ve made your changes, review the updated details. Then, click Update proposal.
Your changes are saved and automatically sent to the client, keeping the proposal current and transparent without extra back-and-forth.
TL;DR
You can edit any proposal after it’s been submitted
All original fields remain editable, including pricing, availability, and contacts
Updates are saved and sent directly to the client
No need to start from scratch to keep negotiations moving