Proposals can be cancelled / discarded by opening the proposal and clicking on the "Discard" button.
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How to video
Check out the video below to see how to discard a proposal.
Instructions
A proposal can be cancelled or discarded when it is in a draft state by opening the proposal and clicking the "Discard" button in the top right corner.
Note: Proposals DO NOT need to be discarded and recreated every time a change is made in the estimate. If the proposal is still in a draft state, and the estimate has changed, the proposal will update to reflect the estimate changes automatically.
If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!