Learn how to duplicate a proposal in Bookipi Proposals
Learn how to duplicate a proposal in Bookipi Proposals with the simple guide below.
Step 1: Go to Proposals
Step 2: Select the proposal that you would like to duplicate
Step 3: Select the three dots in the top right-hand corner
Step 4: Select Duplicate
Step 5: You can now edit the duplicated proposal
Step 6: Select ‘Save & Send’.
If you do not wish to send the proposal you can select ‘Close’.
If you wish the send the proposal to your customer, please review your customer’s email and the email message. Press ‘Send‘ when you’re ready.
Your proposal has now been duplicated
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides.
Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app. Check out our mobile app guides.