My homeowner dislike getting re-notified when I have to change one single simple item on my proposal. It looks unprofessional. I want the option to edit without alerting.
Hi Handoff users, we finished a feature that lets you Edit the Sent Proposals without re-notifying your Clients. There’s a green “Edit” button in top right of the sent proposal. Click that to make any changes, then click the green “Done” button. This does not re-send any email or text notification. It just updates the proposal they had previously.
Here’s a video and picture of the Edit/Done workflow:
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Nov 2, 2025
PinnedHi Handoff users, we finished a feature that lets you Edit the Sent Proposals without re-notifying your Clients. There’s a green “Edit” button in top right of the sent proposal. Click that to make any changes, then click the green “Done” button. This does not re-send any email or text notification. It just updates the proposal they had previously.
Here’s a video and picture of the Edit/Done workflow:
https://www.loom.com/share/272e38e281ec4535ba2cf07095487c59