How to Duplicate a Proposal / Service and Duplicate Templates

This guide shows you how to duplicate proposals, services, and templates to quickly reuse existing setups. Duplicating allows you to save time, maintain consistency, and easily customize pricing or scope without starting from scratch.

How to Duplicate a Proposal / Proposal Template

1. Click on Templates

2. Click on the Three-Dots

3. Click on Use Template

4. Click on Templates

5. Click on Save Proposal Template

6. Click on Continue to Duplicate that Template

7. Now inside of templates you will see the Duplicated Template

How to Duplicate a Service / Service Template

8. To Duplicate a Services Template navigate to any Proposal or Proposal Template

9. Click on + Add Service or any existing Serivce

10. Inside of the Service Name start typing a Service Template name or create a new Service by filling out all of the below fields

11. Here we have an existing Service Template called Monthly Bookkeeping

12. Click on Add Service at the bottom to add the Service Template to the Proposa

13. To Save this Service as a service template or Duplicate a Service template click on Three-Dot Save as template

Duplicating proposals, services, and templates helps streamline your workflow by reducing repetitive setup and keeping your offerings organized.

By working from proven structures, you can make quick adjustments for each client while minimizing errors and avoiding unnecessary rework.

This makes it easier to move faster, stay consistent, and scale your proposal process with confidence.