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Removing a Design From the Design Queue When It's Attached to a Finalized Proposal

What to do when a design won't come out of the design queue because it's attached to a finalized proposal.

Written by Emilie

If you're trying to remove or replace a design and it won't come out of the design queue, check whether it's attached to a proposal. A design tied to a proposal can't be removed until the design is no longer associated with a proposal.

To Resolve

  1. If the agreement has already been signed, download a copy of the signed contract first — you'll need to re-upload it after making changes.

  2. Go to the deal's Proposal stage and click Unfinalize

  3. Change the design being used in the proposal. If you only have one design, create a manual design on the design stage, and use that one in the proposal.

  4. Remove the design from the queue.

  5. Re-finalize the proposal once the correct design is in place, and re-upload the signed contract if applicable.

Note: There is currently no way to remove a design attached to a finalized proposal without going through this process. If you get stuck at any step, reach out to Enerflo Support and a teammate can walk through it with you directly.

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