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Copying an Existing Proposal

Copying an Existing Proposal

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Copying an Existing Proposal

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Highlight a PROPOSAL record from the Proposal Table and click on the Copy button.

 

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The AGREEMENT Number is automatically assigned as the New Proposal Name field, you may change this to your own identifier.

 

The Material and Labor Items are also copied to the new Proposal.

 

Related Topics:

 

Adding & Changing Proposals
Adding & Changing Items