Edit an approval

Change a draft or a sent request before your client answers: its title, description, due date, space and options.

Why use it

Prices change, a vendor drops a finish, or you spot a typo after sending. Editing the request keeps one record of the decision instead of a trail of near-duplicates your client has to sort through.

When to use it

Fix a draft before you send it.
Swap an option that became unavailable before your client answers.
Move the due date or correct the price on an option.

If your client has already answered, send a new request with the updated options. See Create an approval request.

Before you start

The request must be a draft, or sent and not yet answered.
Requests from a product section can be edited in full only while they are drafts.
Open the project's Approvals list, choose the request and choose Open full screen.

Steps

Edit approval request page with two pendant options, Brass Harbor Pendant and Matte Dome Pendant, each with client notes, price, pros and cons, and Save changes. — Edit an approval, Lombard Street Loft

Open the request, such as Kitchen island pendants, and choose the pencil, Edit request, under Actions.
The request opens as Edit approval request. Change the Title, due date, space or category here.
Update an option's details, such as the Matte Dome Pendant's Client price from $860 to $820.
Choose Save changes to keep your edits, or Cancel to leave the request as it was.

Rather click through it? The guided demo walks you through the real screen, one step at a time.

What happens next

Moodiri shows Changes saved and returns you to the request.
The status doesn't change. If the request was sent, your client sees the updated version the next time they open it.

Limits

Limits

Only drafts, and sent requests your client hasn't answered, open in the builder. Closed and answered requests, and sent requests from a product section, open their details instead.
After your client answers, the options can't change. The page says Options cannot be edited after the client has responded.
Family proposals can't be edited. Cancel the proposal and prepare a new one. See Family revision proposals.
All the limits for new requests still apply: up to three options, a title and at least one option.

Questions

Does my client get a new email when I save?

No. Saving keeps the request's status and sends nothing. Choose Resend if you want your client to look again.

Why does Edit open a small form instead of the builder?

The request is past the point where options can change, for example a sent request from a product section. The short form still changes the title, description, category and due date.