Sometimes there’s a need to rename a proposal that has already been delivered for a few reasons.

  1. You may need to rename your proposal because you inadvertently sent it with the wrong title or it contains a typo.
  2. You need to change it from Pre-proposal to Agreement or another document name.

Well, there’s a way to do this and it’s extremely simple. First, locate the proposal in the Proposals tab. You can also find it by using the Search bar. Next, check the box to the left of the proposal and click the Actions drop-down at the top and select Rename. This will immediate rename your proposal. Here’s a quick tutorial:

rename-proposal