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How to duplicate line items, templates, and proposals

Duplicating existing items is the quickest way to create new templates or proposals with minor changes. You can duplicate line items, proposals, templates, and engagement letters from your GoProposal dashboard or settings.

Written by Russell Henderson

Duplicating line items

  1. Go to Configure and select Line Items.

  2. Locate the line item you want to copy.

  3. Click the Duplicate icon next to the item.

Duplicating proposal templates

  1. Go to Configure and select Templates & Emails.

  2. Find the template you want to duplicate.

  3. Click the Duplicate icon next to the template.

Duplicating engagement letter templates

  1. Go to Configure and select Engagement Letters.

  2. Locate the engagement letter template you want to copy.

  3. Click the Duplicate icon next to the template.

Duplicating proposals

  1. Go to the Proposals and Engagement Letters tab in the dashboard.

  2. Find the proposal you want to duplicate.

  3. Click the Duplicate icon in the Actions column.

See also

Configure line items

Proposal templates

Set up Letters of Engagement

Managing your proposals

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