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Contact Information Change on Deals

I spent countless hours creating a very detailed proposal. The client is asking if I can now change the contact/client information and address. Can we make it so were able to change that info on the fly without starting a proposal from scratch or changing the client information in our contacts list as it is a regular client that requires multiple proposals?

1 comment

Comments1

  • An Anonymous User

    •

    Jan 30, 2025

    Major need here!