How to duplicate a proposal
Learn how to duplicate a proposal on the Web App with the simple guide below.
Step 1: Navigate to your proposals.
Select ‘Proposal’ from the dashboard menu or the left-hand navigation panel to access your proposals.
Step 2: Select the proposal to duplicate.
Find the proposal you want to duplicate, then click the ellipsis button on the right side of the proposal and select ‘Duplicate’.
If you are using the older UI and your proposal does not have an AI tag, open the proposal, click the ellipsis (⋯) button at the top of the page, and select ‘Duplicate’.
Step 3: Edit the duplicated proposal.
Update the duplicated proposal with the required changes.
Step 4: Send the proposal.
Review your proposal, then click ‘Send’ to submit it to your customer.
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.