Copy a Proposal
How do I copy a Proposal Development record?
To copy a proposal from the “My Proposals” Tab:
- Starting at the Proposal tab > My Proposals, click on the More Actions icon.
- The following options will open. Choose the Copy icon.
To copy a proposal from within a proposal record:
- Open the Proposal record that needs to be copied.
- Click on the More Actions icon and then click on Copy Proposal.
- Choose the components to be copied by checking their boxes; then click on the Copy button.
- The copied record will open for editing.
Last Revised: 10/9/2025
