Archiving proposals helps you keep your workspace organized by removing proposals you no longer need to see in your active lists.
How to Archive a Draft Proposal
Go to the Draft Proposals page.
Select the proposal you want to archive.
Click the three dots menu.
Select Archive.
Once archived, the draft proposal will be moved to the Archived Proposals page.
How to Archive a Sent Proposal
When you withdraw a sent proposal, you can choose one of the following:
Archive – if you want to keep it for future reference but remove it from active proposals.
Move back to Drafts – if you want to edit and resend it.
Permanently Delete – if you want to remove it completely.