Copy a Proposal

Copy a current proposal to use as the basis for a new proposal. This is useful when you have multiple proposals with similar content.

This option displays if your enterprise uses CRM Plus.

To copy a proposal:

1. In the Navigation pane, go to Proposals > Custom Proposals and open an existing proposal to use as the basis for the new proposal.
2. On the Proposals grid, select a proposal and click Options > Copy, or open the proposal and select Other Actions > Copy Proposal.
3. On the Copy Proposal dialog, enter the new proposal's properties: Name (required), Number, Project, and Due Date. The following information is automatically copied to the new proposal:
   • Client
   • Organization
   • Proposal Manager
   • Source
   • Type
   • All proposal elements with the exception of elements in the Sandbox
   • Records are copied exactly as they are in the original proposal. Records that are drafts will be copied as drafts in the new proposal. Records that have ben finalized are also finalized in the new proposal. Finalized records have no direct connection to the hub (changes that were made to these records in the hub since the time they were finalized will not be reflected in the proposal.
4. Click Show Additional Properties to specify any additional proposal properties.
5. Click Continue to open the proposal builder and modify the proposal as needed.