There are times when you may want to use the same details from an existing Proposal or Contract to pitch to another client. To copy a proposal, go to Proposal File and select/highlight the Proposal, which you would like to copy, click on the Copy button.

A window will pop up asking where you would like to copy the proposal to, select Pending and click OK.

The proposal information will be updated in Campaign Summary window. You may now go to Header Information to update the appropriate fields, once the Proposal is saved, it will be saved under a different Proposal Reference #.