You may be creating a new proposal template or engagement letter which only needs to vary slightly from another, or a new line item.

You can duplicate all of these items to save you time when setting up.

Duplicating Line Items

Head to Configure > Line items..


Every line item on this page can be duplicated using the icon indicated below.

Duplicating Proposal Templates

Head to Configure > Proposal Templates..

Every proposal template can be duplicated using the duplicate icon.

Duplicating Engagement Letter Templates

Head to Configure > Letter of Engagement..

Every letter of engagement template can be duplicated using the icon indicated.

Duplicating Proposals

You can duplicate proposals from your proposal dashboard.

Use the duplicate icon in the actions column (far right icon).

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