The easiest way to create a new proposal with similar information to a previous one is to duplicate it. This will save time and pre-populate the proposal with the same information, allowing you to edit and remove as necessary.
To duplicate a proposal:
- Navigate to Proposals
- Click the duplicate icon in the top right of a proposal's tile
- Change the client and property information in Step 1
- Continue through the proposal creation process, ensuring you save changes at each step