How to Duplicate a Proposal Template
1. Click on 'Proposal Templates'
2. Click on a Template
3. Click on 'Duplicate Template'
4. Update the Template Name
In this example, we are creating a November Special (10% off) for Interior Painting - Walls.
5. Click on 'Duplicate'
6. Edit the New Duplicate Template
We can now add the November (10% off) discount.
7. Click on 'Apply Discount'
8. Click on '10%'
9. Enter Note
This will be the description that shows up on the proposal and invoice for the customer.
10. Click on 'Save'
11. Your New Template is Now Available
How to Duplicate a Proposal Inside of a Deal
1. Click on 'Sales Pipeline'
2. Click on a Proposal From a Deal Card
3. The Current Proposal Will Open
4. Click on 'Duplicate Proposal'
5. Make any Needed Changes
You can change the status of the proposal, Deal Name, Stage...
6. Click on 'Duplicate'
Then to view the 2 proposals...
1. Click on Customers Name
2. Click on 'Deals'
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.
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.