Create a Proposal or Contract Revision

If you have created a proposal or contract, you are able to create a revision. This will create a copy of the document which you can then update as needed, while retaining the original document for your records.

Any information in the document which was pulled from the event (such as start/end date, booked spaces, and so on) will be not updated. Once a proposal or contract is created, the merge fields will no longer pull in event information.

Depending on the changes made to the document or to the event, you may wish to create a new proposal/contract rather than a revision:

• If you have made extensive changes to the document but there are few or no changes to the event, make a revision. This will retain your changes and you will make any event updates manually.
• If you have made few or no changes to the document but there are extensive changes to the event, make a new contract. This will pull in the updated event information and you will redo the document changes manually.
• If you have made changes to the document and there are changes to the event, you'll need to make a decision which action to take based on which updates will be easier to make in the new document.

To make a proposal or contract revision:

1. On the event details page in the Contracting tab, click the proposal or contract to open its details slider.
2. Click the more_vert more info menu in the upper-right corner of the slider and select Create Revision.
3. Click the X in the upper-right corner of the slider to close it.
4. Your revision will appear in the appropriate card, with the same name as the original document followed by (revision). To make further edits to the document, click it to open its slider. In the slider click the more_vert more info menu and select Edit Document.