Have you ever built the PERFECT proposal and just wish that you could copy that proposal for your next event? Well, now you can! Here's how to copy an existing event and customize it for your customer.
Video Walkthrough
How to duplicate an event:
On the Events page, find the event you wish to duplicate.
Click on the three dotted "settings" button at the right hand side of the event's row and then click on "duplicate".
Confirm or change the information about your event in the pop-up sideline box.
Click "create" to go into the newly created proposal's workroom.
At this point your event is duplicated! Congrats!
A few things you might want to confirm/change in your duplicated event:
On the event overview:
Does the event status, event description, tags, and so on, still apply to this event? Keep in mind that everything not changed when the new proposal was created will remain as it is in the original duplicated proposal.
If you need to change anything, click on the field in question and then save your updated information, if you're given that option. Otherwise, the system should notify you that the changes have been autosaved.
Here, for instance, I am prompted to save the location of the event, yet, after changing the guest count, the system already shows me a pop up green box that the changes have been updated.
In the proposal:
Does the title on the cover page still apply?
Update the new customer and vendors.
Are the dates on the timeline still applicable?
Do the payment dates still apply?
Is my contract still correct?
Disclaimer: This may not cover everything that you'll need to change or update in your duplicated event. These are a few key areas that generally do not match 1 to 1 in a new event, even of the same style.
What IS NOT copied when I duplicate an existing event?
Event Date