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How to Duplicate a Proposal?

You Can Duplicate a Proposal For the Same Customer or Assign The Proposal to a Different Contact in Your List

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a month ago


If You Want to Know How to Do It For The Same Client, Click Here

If You Want to Duplicate the Proposal Under a Different Client, Click Here

All the Duplicate Proposals Will Go to the "In Draft" Stage


Same Client


1. Go to the Proposal You Want to Duplicate

Go to the Proposal You Want to Duplicate

2. Scroll Down to the Bottom

Scroll Down to the Bottom

3. Click on "Duplicate Proposal"

Click on "Duplicate Proposal"

4. Make Sure the Info is Correct

Make Sure the Info is Correct

5. You Can Modify the Job Address

You Can Modify the Job Address

6. Click on "Duplicate"

Click on "Duplicate"

7. There Will Be a Confirmation Message at the Top

There Will Be a Confirmation Message at the Top

8. A New Deal Card Will Be Created Under "In Draft"

A New Deal Card Will Be Created Under "In Draft"

Different Client


1. Go to The Proposal, Scroll Down, and Click on "Duplicate Proposal"

Go to The Proposal, Scroll Down and Click on "Duplicate Proposal"

2. Locate "Contact Information" and Click on "Contact Name"

Locate "Contact Information" and Click on "Contact Name"

3. A Drop-Down Menu Will Be Displayed - Search For The New Contact

A Drop-Down Menu Will Be Displayed - Search For The New Contact

4. The New Information Will Populate Accordingly

The New Information Will Populate Accordingly

5. You Can Change the Job Address

You Can Change the Job Address

6. Click on Duplicate

Click on Duplicate

7. A Confirmation Message Will Show Up

A Confirmation Message Will Show Up

8. A New Deal Card Will Be Created Under "In Draft"

A New Deal Card Will Be Created Under "In Draft"

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


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