If you've created a Proposal and you need to use it again either for the same customer or a different one, here's a really simple way to do it with steps for the web browser or mobile app.
Click the 3 dots next to the Proposal and then click "Duplicate". This creates a new Project which contains the duplicated Proposal.
Now you have a duplicated Proposal simply choose the customer here.
The information that gets duplicated is:
All Items and Item Groups
Notes for the customer
Due in days
In the App
Visit the project, and view the proposal you would like to duplicate
Select the proposal to view:
Click the 3 dots to enter the menu:
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