Archive an eligible proposal draft so it stays out of the active list without losing its record.
1. Check the draft
Open Proposals → My Proposals and review the proposal’s history. Archive is restricted to unsigned drafts never sent, approved, scheduled, or converted.
2. Archive the intended record
Check the proposal name before choosing Archive. Archiving happens immediately. Review the success notice and choose Undo there if you archived the wrong proposal. If blocked, follow the displayed reason instead of changing history to enable it.
3. Find it again
Use Show Archived in My Proposals. Locate the draft and choose Restore.
4. Review before reuse
Check the restored customer, content, expiry, and recipients before continuing. Restore does not create a new acceptance or send a message.