Duplicate or copy a proposal or template

Updated 1 month ago by Michael Hulet

To duplicate a past proposal, just find the proposal you want to copy, either in your Pipeline or Archives, click the proposal to visit the Snapshot page.

From that proposal's snapshot screen you'll use the three dot menu button to Duplicate. 

To duplicate or copy a template you'll go to your Saved Templates and use the Copy button  to make a duplicate. 

See how to generate a template from a proposal 

How did we do?