How do I prevent clients from adding add-ons to a proposal?

By default, clients can add or remove add-ons when reviewing a proposal. If you want to restrict the proposal to exactly what you included, you can disable this globally or on a specific proposal.

Disabling Add-On Changes on a Single Proposal

Open the proposal.
Click Manage Booking.
Select Edit Proposal Settings.
Click No on the line 'Should the customer be able to add and remove add-ons before accepting this proposal?'
Click the Save Changes button.
This setting is per-proposal. You can allow add-on changes on some proposals and restrict them on others.

To Disable Add-Ons on All Proposals

ManageAvailabilityChange Policy
Go to Change Policy.
In the Proposals section, change the setting for Add-Ons.
Click Save.

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Last updated July 31, 2026 15:45