How to duplicate a proposal

Here we will go over how to duplicate a proposal

Go to proposals

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Select the proposal that you would like to duplicate

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Select the three dots on the top right-hand corner

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Select Duplicate

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You can now edit the duplicated proposal

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Select Save & Send.

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If you do not wish to send the proposal you can select “Close” otherwise, review your customer’s email and the email message and select “Send”

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Your proposal has now been duplicated

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