Creating and editing a proposal

Last updated: October 23, 2026

You can create a proposal for any product sold through Edvisor — a program, insurance, accommodation, add-ons, fees, or any combination — and no longer need to start from a program. Start a proposal from Search, the Activities dashboard, a student's profile, an existing proposal, or the Proposals tab. Program-free proposals can be saved, previewed, emailed, and reused as templates. Also covers editing a proposal with the inline editor: adding, editing, and deleting products, editing dates, and adding payment plans.

You can now create a proposal for any product sold through Edvisor — a program, insurance, accommodation, add-ons, fees, or any combination. You no longer need to start from a program. This article shows the different ways to start a proposal, how to build one, and how to edit it.

Creating a proposal

Where you can start a proposal

You can start a proposal from several places:

  • From Search (search a program and start a proposal).
  • From the Activities page, using the buttons on the right side.
  • From a student's profile (Start a new proposal at the top).
  • From inside an existing proposal (create new proposals alongside it), or from the Proposals tab (from a template, from program search, from insurance search, or from a custom program).

How to create a proposal

From program search

  1. Go to Search.
  2. Search for a program.
  3. Start a proposal from the results.

From the Activities dashboard

In the Quick Actions sidebar on the Activities dashboard, open the Create Proposal menu and choose how to start: Blank proposal, From program search, or From insurance search.

From a student's profile

  1. Open the student's profile.
  2. At the top, click + New Proposal.
  3. The student is automatically linked — you don't need to search for them again.

From an existing proposal

Inside a proposal you've already created, you can create new proposals alongside it. From the Proposals tab, click the New Proposal button on the top right.

Build a proposal without a program

When you start a new proposal, click Add option and choose what to include first. The first option can be any product type:

  • Programs
  • Insurance
  • Accommodation
  • Add-ons
  • Fees

You can combine products, or create a proposal with only insurance, accommodation, add-ons, fees, or any mix of these. These proposals can be saved, previewed, emailed to students, and reused as templates — just like any other proposal.

Starting points in the New Proposal menu

  • From program search
  • From insurance search
  • From template
  • From custom program

Good to know

  • Program-free proposals can be saved as templates and reused for future students.
  • When editing a proposal, use the shortcut in the student field to open the student's profile.
  • If you cancel adding an item, the empty option is removed automatically, so you won't have blank cards.

Editing a proposal

The proposal editor uses inline editing for fast modifications.

Key features

  • Inline editing. Changes made directly in the proposal view, like a spreadsheet.
  • Fewer clicks. Add, edit, or remove products and payment plans without separate sections.
  • Consistent components. Familiar selection tools across the interface.
  • Auto-save. No save button needed.

Add a product

  1. Click Add Product within a proposal option.
  2. Use the selection tool to choose: Course, Accommodation, Insurance, Service, Fee, or Promotion.
  3. Product appears instantly in the proposal.

Edit product dates

  1. Click the start or end date field.
  2. Enter the new date.
  3. Auto-saved.

Delete a product

  1. Find the product.
  2. Click the trash can icon.
  3. Removed instantly.

Add a payment plan

  1. Click Add Payment Plan.
  2. Select from the list.
  3. Plan added without leaving the page.

Support

support@edvisor.io for issues.