Cloning an existing Proposal

To clone an existing Proposal, First you have to create a new Project. You may refer to this link to know how to create a project.

• In Project details page, Click the New Proposal button.
• In New Proposal Modal, Type in the Proposal name and choose the appropriate Tax amount.
• On the dropdown, choose which existing proposal you want to copy from the dropdown*

• Choose whether the Feature Items on the new proposal will be mark as ‘New’ or ‘Existing’

• Once satisfied with the selection, Press save.

All data from the original proposal will be copied except each project stage statuses.

*NOTE: Only proposals in the same client are allowed to clone.