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Edit a Proposal
The following steps walk you through how to edit a proposal for a client.
- Log into your account by going to www.myins.info.
- Click on the “My Clients” link in the main navigation across the top of the screen.
- Click on the “View” button for the client you wish to edit a proposal for.
- Scroll down until you find the proposal you wish to edit and click on the "View" button next to it.
- Click on the "Edit Proposal" button.
- When you have updated all of the desired information, click the “Send” button.
Congratulations! You have successfully updated a proposal for your client. If you have any questions, please contact support@betteragency.io.