Duplicate a proposal
Last updated
Duplicate copies a proposal into a new draft with its own proposal number and its own link. The original stays exactly as it is.
How
- A draft, sent or viewed proposal: open Proposal Settings and choose Duplicate this proposal.
- An accepted proposal: choose More actions (the three dots) and then Duplicate this proposal.
The new draft opens right away with the scope, prices and settings of the original. Nothing is shared until you share it.
Duplicate starts a new proposal, so it needs Essential once your free first proposal is used.