Billing Rates Section Still Shows in Printed Proposal After Unchecking in Proposal Settings

Diagnose and resolve the issue where the billing rates section appears in a printed proposal even after disabling it in Proposal Settings.

If you notice the billing rates section still appears when printing a proposal even after you unchecked it in Proposal Settings, you're not alone. This can be puzzling, but it's usually quick to fix.

Common Symptoms

• Billing rates section appears on a printed proposal even after being turned off in Proposal Settings.
• Changing the setting in Proposal Settings has no effect on existing proposals.

Causes

Proposal Settings are copied to each new proposal at the time it is created. Changing Proposal Settings later does not update proposals that already exist.

To hide the billing rates section in an existing proposal, you need to update the settings directly in that individual proposal.

Solutions

1. Open the Proposal

   Locate and open the proposal where the billing rates section is still showing.

2. Access Proposal Options

   Go to the Options or Settings tab within the proposal editor.

3. Disable Billing Rates Section

   Find the setting for billing rates visibility and uncheck or disable it for this proposal.

4. Save and Print

   Save your changes, then print the proposal again to confirm the billing rates section is no longer visible.

If you have multiple proposals, repeat these steps for each one that needs updating.

Verification

After updating the options and printing your proposal, the billing rates section should no longer appear. If it does, double-check you saved your changes in the proposal editor.

Prevention

• Set your preferred billing rates visibility in Proposal Settings before creating new proposals.
• Remember: changes to Proposal Settings do not affect proposals you have already created.