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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 week ago

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How to Duplicate a Proposal Template


1. Click on Proposal Templates

Click on Proposal Templates

2. Click on a Template

Click on a Template

3. Click on Actions

Click on Actions

4. Click on Duplicate Template

Click on Duplicate Template

5. Update the Template Name

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

Update the Template Name

6. Click on Duplicate

Click on Duplicate

7. Edit the new Duplicate Template

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

Edit the new Duplicate Template

8. Click on Apply Discount

Click on Apply Discount

9. Click on 10%

Click on 10%

10. Enter Note

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

Enter Note

11. Click on Save

Click on Save

12. Your New Template is now available

Your New Template is now available

How to Duplicate a Proposal Inside of a Deal


13. Click on Sales Pipeline

Click on Sales Pipeline

14. Click on a Proposal from Deal Card

Click on a Proposal from Deal Card

15. The current Proposal will open

The current Proposal will open

16. Click on Duplicate Proposal (bottom right)

Click on Duplicate Proposal (bottom right)

17. Make any needed changes

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

Make any needed changes

18. Click on Duplicate

Click on Duplicate

19. Click on View Deal

Click on View Deal

20. You now have (2) Proposals on the same Deal

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

You now have (2) Proposals on the same Deal


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