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There are two easy ways to copy or duplicate a proposal template. OneTo start, head over to Settings and choose Proposal Phase from the left panel.

Once on Settings: Proposal Phase, you can select either the Duplicate option for a given template. Alternatively, click the + New Template option in the upper right. This will let you select a template to copy and modify for the new template or create a New Template.

Duplicate a proposal template

To duplicate a template, click on the option toolbar on the proposal template you want to copy, then select Duplicate.

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Create a new proposal template

To create a new template, select + New Template. 

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This opens an option to choose which template you would like to copy. Select a proposal then click Copy.

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What are good rules of thumb for when to duplicate a proposal template?

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