How to duplicate a proposal

How to copy business proposals

Learn how to duplicate a proposal using Bookipi’s Proposal maker with the simple guide below.

Steps to duplicate business proposals

Step 1: Go to Bookipi’s proposal maker

Go to the Proposals section of Bookipi’s web app

Step 2:Select a business proposal

Select the proposal that you would like to duplicate

Step 3: Select Duplicate

Select the three dots in the top right-hand corner. Click on ‘Duplicate’ from the drop-down menu.

Step 4: Edit the duplicated proposal

Once you’ve made your changes to the new duplicated business proposal, select ‘Save & Send’.

If you do not wish to send the proposal you can select ‘Close’.

If you wish to send the proposal to your customer, please review your customer’s email and the email message. Press ‘Send‘ when you’re ready.

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