Can I add more changes to the same proposal?

Yes, while it is a draft. Further changes to the family join the draft proposal. Once it is sent, review or withdraw it before making more changes.

My client asked for changes. What now?

Cancel the proposal and prepare a new one from the current family.

Propose a family change

Send your client a proposed change to an approved product family, with the new pricing, for them to accept.

Why use it

Once your client has approved a family, changing it quietly would change what they agreed to and what they will pay. A proposal shows them the new family and its pricing, and nothing changes until they accept. Your record shows exactly what was proposed and when it was accepted.

When to use it

Swapping a piece in an approved set, such as a different chaise on a sectional.
Adding a piece your client needs to agree to pay for.
Changing a shared family your client can already see in their portal.

If your client already agreed in person, you can apply the change without client review instead.

Before you start

A family your client has reviewed, approved or can see. Changes to drafts apply right away instead.
A client on the project with an email address.

Steps

On the family page, here Windsor Oak Dining Table, choose Add sub-products in Actions.
Find the product, for example by searching Oak across the Whole project, then choose it or its Copy button.
Confirm with Copy product or Move product. When the change touches products your client has reviewed or can see, Moodiri asks how to apply it.
Choose Review proposal to open the draft, and check the Proposed family and its pricing lines.
Choose Send for client approval, or Cancel proposal to drop it.

What happens next

Moodiri shows Proposal sent for client approval. Your client gets an approval request titled Proposed changes to the parent's name, with one option: Accept the proposed family.
While it is out, the page reads Waiting for the client. Your current family is unchanged.
When your client accepts, the moves, selection changes and draft invoice updates are applied, and the page keeps the proposal as a receipt.
Cancel proposal withdraws it. Moodiri confirms that the current family is unchanged.

Limits

Limits

A family can have one open proposal at a time.
Issued invoices and payments are never changed by a proposal.

Troubleshooting

The family, pricing, or billing changed since this proposal was prepared. Something changed after you made the draft. Cancel the proposal and make the change again from the current family.
This family already has a client review. A proposal is already out. Choose Review proposal to review or withdraw it.