Where the words come from
Everything in a proposal comes from one of three places. Knowing which tells you what else changes when you edit it.
Assembled the moment you create it, then yours to change.
One wayEdits stay where you make them. Changing a price or rewriting a paragraph on this proposal never rewrites your company details or your saved pages. You’d have to save it back on purpose.
This job
The scope, the line items and every price, whether you typed them, imported them from your estimate, or copied them from a past proposal. They belong to this job only. Nothing you change here affects any other proposal.
Your company
Your logo, colors, license, team, warranty, fine print and photos of past work. You set these up once under Company and every new proposal uses them. If you change your warranty today, proposals you make tomorrow have the new wording. Proposals you already sent keep the old one.
The pages you keep
Your letter to clients, why clients choose you, what to expect and your closing page. These live in the Library as whole pages, and you edit them the way they’ll print. Mark a page as standard and every new proposal starts with it.
Your edits on one proposal
Anything you change in one proposal stays in that proposal. If you reword the letter for one client, your saved letter doesn’t change. If you decide the new version is better, save the page to your Library yourself. It never happens on its own.
What your client sees
Your client sees the version you sent, on a private link that works on any phone. Edits you make afterwards stay private until you update what they see. See Your client’s link.