New Feature: Duplicating Proposal

Who gets it: Retailers

What is it: New feature available in the Proposals page.

copy proposal

Why it matters: This is a quick way of starting a new proposal for existing customers.

How it works: While in the Proposals page, clicking on the actions button from the last column in the table will open a dropdown with an option to duplicate proposal. Clicking on it will create a new proposal identical to the selected proposal, except the status will be set to draft.