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
2. Scroll Down to the Bottom
3. Click on "Duplicate Proposal"
4. Make Sure the Info is Correct
5. You Can Modify the Job Address
6. Click on "Duplicate"
7. There Will Be a Confirmation Message at the Top
8. A New Deal Card Will Be Created Under "In Draft"
Different Client
1. Go to The Proposal, Scroll Down, and Click on "Duplicate Proposal"
2. Locate "Contact Information" and Click on "Contact Name"
3. A Drop-Down Menu Will Be Displayed - Search For The New Contact
4. The New Information Will Populate Accordingly
5. You Can Change the Job Address
6. Click on Duplicate
7. A Confirmation Message Will Show Up
8. 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.