A very important feature for those that send out proposals with little or no changes each time is the Duplicate feature. This method can also be used for custom proposals but it also cuts down a lot of time when searching for the template that you want. First, start by going to your Proposals tab and locating the proposal you wish to duplicate.

From here, either search for the proposal using the Search bar Screen Shot 2015-06-03 at 7.04.34 PM or check the box to the left of the proposal you wish to duplicate Screen Shot 2015-06-03 at 7.06.00 PM.

Next, click on the Actions drop-down and select duplicate: actions_dupe


This will then allow you to duplicate or clone a proposal and begin the 3 step process of delivering. When delivering a proposal, you must ensure that you have the basics entered:

  • Recipient(s)
  • Subject Line
  • Allowed to Accept
  • Delivery Message

Once you have all of these components, you can deliver the proposal to your customer.

How To Video: