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Editing and sending a customized package for a specific client in Dubsado
Amy Gould
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0 step
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58 seconds
Dubsado
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Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
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Click "Projects"
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Click on your project.
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Then click "Forms."
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Click "Edit"under the proposal that you'd like to edit. (You can also do this same action with an invoice if you're only sending an invoice.)
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Note: If you haven't added a package yet, you'll need to do that first to edit it.
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To do that, select the package that you'd like to add.
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Here I clicked "Sample Package 1 - $100.00"
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Click "Save form"
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Now to edit your package, click on the package that you'd like to edit.
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Click "Edit package"
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Click the carat.
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Click "Edit"
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Click into the description and edit that if you'd like.
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You can click the price or other fields and change them as needed.
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Click "Save item"
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Make sure to scroll up and click "Apply" This is easy to miss and if you don't do it, your changes won't be applied to the proposal or invoice.
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Click the drop down next to Save form.
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Then click "Save and close."
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To send your proposal, click "Send" under the proposal status. Then edit your email (or choose a template.) When it's ready to go, click send.
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