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Re-using past proposals
Re-using past proposals

Saving proposal templates and duplicating existing ones.

Updated over a week ago

To re-use your proposals, you can either duplicate a past one or save a past one as a template.

Duplicating Proposals

Duplicating proposals is a simple process!

Navigate to Proposals > select the 3 dots next to the proposal listed on the page > select 'Duplicate':

From there, you just need to select the project to add it to:

Alternatively, you have the option to duplicate the proposal from within the document itself.

To do so, navigate to Proposals > select the proposal you'd like to duplicate > select the 3 dots in the top righthand corner of the document > select 'Duplicate':

Similarly, once you have done so, you'll see the 'Duplicate Proposal' modal to select the project to add it to.

Saving Proposals As Templates

If you know that you'll want to re-use this proposal multiple times, you'll likely want to save it as a template for easier re-use.

To do so, navigate to Proposals > select the 3 dots next to the proposal in the list > select 'Save As Template':

Alternatively, you can do so from within the proposal itself by selecting the 3 dots in the top righthand corner > selecting 'Save As Template':

Once you've saved it, you'll be able to select it from your available templates the next time you create a proposal.

If you have any questions about this process, please feel welcome to get in touch with our team at support@hellobonsai.com.

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