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How to Duplicate a Proposal
How to Duplicate a Proposal

This article will show you how to duplicate a Proposal Template & a Proposal already attached to a Deal.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over a month ago


How to Duplicate a Proposal Template


1. Click on 'Proposal Templates'

Click on Proposal Templates

2. Click on a Template

Click on EXAMPLE FOR KIM

3. Click on 'Duplicate Template'

Click on Duplicate Template

4. Update the Template Name

In this example, we are creating a November Special (10% off) for Interior Painting - Walls.

Click on Duplicate Proposal Template…

5. Click on 'Duplicate'

Click on Duplicate

6. Edit the New Duplicate Template

We can now add the November (10% off) discount.

Click on EXAMPLE FOR KIM - DUPLICATE

7. Click on 'Apply Discount'

Click on Apply Discount

8. Click on '10%'

Click on 10%

9. Enter Note

This will be the description that shows up on the proposal and invoice for the customer.

Type "November Discount"

10. Click on 'Save'

Click on Save

11. Your New Template is Now Available

Click on EXAMPLE FOR KIM - DUPLICATE…

How to Duplicate a Proposal Inside of a Deal


1. Click on 'Sales Pipeline'

Click on Sales Pipeline

2. Click on a Proposal From a Deal Card

Click on #1191986

3. The Current Proposal Will Open

Click on Proposal #1191986

4. Click on 'Duplicate Proposal'

Click on Duplicate Proposal

5. Make any Needed Changes

You can change the status of the proposal, Deal Name, Stage...

Click on Duplicate Kim test…

6. Click on 'Duplicate'

Click on Duplicate

Then to view the 2 proposals...


1. Click on Customers Name

Click on Kim test

2. Click on 'Deals'

Click on Deals (7)

3. You now have (2) Proposals for the Same Customer

You can make any required changes to your duplicate proposal by clicking on the proposal number to open it.

Click on Deal	Name	Stage	Address	Status	Amount…

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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