By cloning a proposal, an identical copy of a specific proposal will be created. This helps to reduce your efforts substantially while creating similar proposals. You can always clone an existing proposal and then make any changes to the new cloned proposal before saving it. To clone the proposal, please follow the below steps:
- Go to Proposals Report, select the proposal record you want to clone.
- Click Operations Menu.
- Click Clone Proposal.
- Make any changes if required.
- Click Save.
One you save, you will be redirected to the proposal page.
Learn more about Proposals
Create a quick proposal
Customize your proposals
Share proposals to your contacts
Download PDF of a proposal
Use filters to sort quick proposal