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