How to clone a proposal template

Cloning a proposal template from an existing one couldn't be easier. First, click on the Templates icon in the left hand menu. Then click on the template you'd like to clone.

Click Template Index

This will open the template in Edit mode. Now click the Clone this template button.

Clone Template

This will open a modal that will ask you to give the template a name. Type a name and click the Clone button to continue. That's it. You're all done!

Modal Clone Template