Display the Copy Proposal Dialog Box

You display this dialog box from the Custom Proposals form.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

  1. On the Custom Proposals form, do one of the following:
    • At the end of a proposal row in the grid, click Options > Copy.
    • Open an existing proposal and then select Other Actions > Copy Proposal on the Actions bar.