Duplicate, archive or delete a proposal

As your proposals pile up, you’ll want to reuse the good ones and clear out the rest. Nusii gives you three options: duplicate a proposal to start a new one from it, archive it to keep it out of the way, or delete it for good.

You’ll find all three in the proposal’s Overview. Open the proposal from your proposals list and click Other Actions.

Duplicate a proposal

Duplicating is the quickest way to send a similar proposal to another client.

  1. Open the proposal and click Other Actions.
  2. Select Duplicate.
  3. Click Duplicate proposal to confirm.

Nusii creates a copy and opens it so you can start editing. The copy keeps the title, the sections and pricing, the design and the cover. It starts out as a Draft with no client and no expiry date, so add your client and check the Settings panel (taxes, payment collection, expiry date) before you send it.

Do you send this kind of proposal often? Select Save as Template in the same menu instead, and the proposal becomes a template in your Library. See How To Create a New Template.

Archive a proposal

Archiving moves a proposal out of your current proposals list without deleting anything. It’s ideal for proposals that are won, lost or simply no longer relevant.

  1. Open the proposal and click Other Actions.
  2. Select Archive.
  3. Click Archive proposal to confirm.

Good to know:

  • Your client’s link keeps working, so they can still open the proposal.
  • While a proposal is archived, you won’t get a notification when it’s opened.
  • An archived proposal no longer counts as one of your active proposals, which is handy if your plan has a limit on those.

Find and unarchive a proposal

Your proposals list shows your current proposals by default. Switch the toggle at the top of the list from Current to Archived to see your archived ones.

To bring a proposal back, open it, click Other Actions, select Unarchive and confirm with Unarchive proposal. It moves back to your current proposals.

Delete a proposal

Deleting removes a proposal for good, so only delete proposals you’re sure you won’t need again. If you might, archive it instead.

  1. Open the proposal and click Other Actions.
  2. Select Delete.
  3. Type delete in the box and click Delete proposal.

After you delete a proposal:

  • It disappears from your proposals list, and you can’t restore it yourself.
  • Your client’s link stops working. Anyone who opens it sees a message that the proposal has been moved or deleted, and is asked to contact the sender.

If you have any questions, just ping us below. We’ll be happy to help!