Unable to add customer to proposal and service agreement is not being updated as per that.

Hi,
Thanks for reaching out and sharing your feedback—we really appreciate you taking the time to let us know about this. We’re sorry to hear that you are not able to add customer and edit the service agreement.
We’d love to dig into this a bit more with you. Could we set up a quick chat? Feel free to grab a time that works for you on our Calendly link: https://calendly.com/elaine-kd0/bookipi-proposal-feedback-clone?month=2025-02.
Looking forward to sorting this out together!
Cheers,
Elaine
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