Editing estimates and proposals
In manual edit mode — click the pencil icon in the preview’s header — line items, add-ons, photo galleries, claim info, and text sections are editable in place. Saving creates a new draft version, the same as an AI edit. A saved version is never changed; every save adds a new one, so version history always takes you back.1. Enter edit mode
- Click the pencil icon in the preview header. Editable sections light up.
- Make your changes, then save — a new Draft version is cut and a milestone card posts in chat.
- To abandon changes, click Discard and confirm. Nothing sticks until you save.
2. Edit an estimate’s line items
Click into an estimate section to open the estimate editor. At the top: the estimate’s name, description, default margin, and whether it’s marked recommended (for proposals with multiple quote options). Below is the line items table:
Retyping a linked line’s description by hand makes it free text again — the link and option drop; the line’s values stay. A line whose supplier price couldn’t be fetched shows a warning badge naming the price it fell back to. Add and remove lines freely; the totals footer recalculates as you type, and an estimate must keep at least one line item to save. Account-wide defaults: Pricing and profit and Your Catalog.
3. Edit add-ons
The Add-ons section (“Enhance Your Project”) holds optional extras the homeowner can select on the published proposal. Add one (name, description, price, margin), edit or delete, or drag to reorder. A customer’s selection updates live on the published proposal without creating a new version — What your customer sees.4. Edit photos and descriptions
Add or remove photos in a gallery section and edit the text under each — each photo carries one description, and your words replace the AI’s. Hiding or clearing descriptions: Photo descriptions. Galleries can hold videos, which play on the digital proposal but are never included in PDF exports.5. Edit claim info and text sections
On insurance projects, the claim info section carries the claim header — insured name, property address, carrier, claim and policy numbers, date of loss, type of loss. It prints on the claim documents, so confirm it before publishing (the wizard re-confirms the key fields — Publishing your proposal). The hero and rich-text sections — cover, intro letter, custom text blocks from your proposal layout — are editable as formatted text.6. What saving does to a published proposal
Versions move Draft → Published → Signed (retail) or Approved (insurance) or Funded. Editing never disturbs a version that’s already out:- Editing a published proposal creates a new Draft version; the published link and PDF keep showing the published version until you publish again.
- Signed, approved, and funded versions are terminal; further changes land on a fresh draft.
7. Version history and restore
- Open the project panel (folder icon) and click Version history. Versions are listed by date; a project with both a homeowner proposal and an insurance claim lists them separately.
- Click a version to open it in the preview.
- On an older version, click Restore Version. Restoring copies that version’s content into a new version at the top of the stack (summary “Restored to …”) rather than rewinding history, so nothing in between is lost. Restored the wrong one? Restore again.
8. Troubleshooting common issues
- My edits disappeared. Edits stick only when you save; Discard, closing the tab, or an AI regeneration before saving loses them.
- I edited but the customer still sees the old one. Expected — edits create a new Draft. Publish it and the same link updates.
- The editor won’t let me save. Every estimate needs a name and at least one line item; every line needs a description and a unit price. Look for highlighted fields.
- I can’t type a value the field won’t hold. Some template labels and fields are fixed by the proposal layout. Ask the AI in chat, or adjust the layout under Proposal layouts.
- Does manual editing cost tokens? Manual edit mode doesn’t; asking the AI to edit does (How tokens work). Republishing an edited insurance version in the same format carries no new publish charge.