How to duplicate a proposal

Here we will go over how to duplicate a proposal

Go to proposals

Select the proposal that you would like to duplicate

Select the three dots on the top right-hand corner

Select Duplicate

You can now edit the duplicated proposal

Select Save & Send.

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”

Your proposal has now been duplicated