When a client has already accepted a proposal and you then change it (price, dates, services), you can ask them to confirm again WITHOUT re-entering their details. In «Share / Complete / extend» you pick «Re-accept changes (accept only)»: it generates a link to the updated proposal itself with the accept button already prefilled with their data. The client just reviews the changes and taps «Accept the changes», and a new confirmation document is generated.
- 1On the proposal's page, open «Complete / extend» and choose «Re-accept changes (accept only)».
- 2Copy the link and send it to the client via your usual channel.
- 3The client sees the updated proposal with their data prefilled and just taps «Accept the changes».
- 4The new acceptance is recorded and an updated confirmation document is generated.
Consejo: Re-acceptance assumes the agency takes responsibility for the change. It's blocked if a booking already exists for that proposal (in that case it's handled as a booking amendment).