How can I clone a proposal?

To make it easier to create and send new proposals, you can clone an existing proposal and use it as a template.

This will generate a new document with all the content and settings of the original one and you can change only the parts you need to.

To duplicate a document, just find it on your proposal list, click “More Options” and Duplicate  .

You can use this feature to create your own proposal templates for each type of service or type of client.