How to create different options for proposals

Easily duplicate a proposal to offer an alternate option for the customer to review.

Navigate to the proposal that you are working on. Once you are there, click "More" and then "Duplicate"

This will create copy of the proposal that you can modify to add / remove / update anything to give the customer another option to review.

The default invoice name will append "(Duplicate)" so if you want to specify something more descriptive you can change the invoice name accordingly.

The newly copied proposal will maintain any payment schedule you have put on the original proposal.