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.

Head to Configure > Line items..

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

Head to Configure > Proposal Templates..

Every proposal template can be duplicated using the duplicate icon.

Head to Configure > Letter of Engagement..

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

You can duplicate proposals from your proposal dashboard.

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

If you have any questions, please reach out to us! 😃