Have you ever built the PERFECT proposal and just wish that you could copy that proposal for your next project? Well, now you can! Here's how to copy an existing project and customize it for your customer.
Video Walkthrough
How to duplicate an project:
On the Projects page, find the project you wish to duplicate.
Click on the three dotted "settings" button at the right hand side of the project's row and then click on "duplicate".
Confirm or change the information about your project in the pop-up sideline box.
Click "create" to go into the newly created proposal's workroom.
At this point your project is duplicated! Congrats!
A few things you might want to confirm/change in your duplicated project:
On the Project overview:
Does the project status, description, tags, and so on, still apply to this project? Keep in mind that everything not changed when the new proposal was created will remain as it is in the original duplicated proposal.
If you need to change anything, click on the field in question and then save your updated information, if you're given that option. Otherwise, the system should notify you that the changes have been autosaved.
Here, for instance, I am prompted to save the location of the project, yet, after changing the guest count, the system already shows me a pop up green box that the changes have been updated.
In the proposal:
Does the title on the cover page still apply?
Update the new customer and vendors.
Are the dates on the timeline still applicable?
Do the payment dates still apply?
Is my contract still correct?
Disclaimer: This may not cover everything that you'll need to change or update in your duplicated project. These are a few key areas that generally do not match 1 to 1 in a new project, even of the same style.
What IS NOT copied when I duplicate an existing project?
Project Date