Why start from scratch when you can clone?
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Select Activity
Select Activity from the top navigation bar.
Duplicate then Update
Select Clone to make an exact copy of an existing eProposal/eCard to revise and send. All the content from the original eProposal/eCard will pre-populated in your cloned version except for uploaded attachment(s) and videos, which you will need to re-upload and re-select, respectfully. Edit the content (e.g., eProposal Name, Client, Client's Logo, etc.) or add new content as desired.
Note
You can clone both sent and unsent eProposals/eCards, with one exception. You cannot clone sent eProposals containing an eContract.
You can clone both sent and unsent eProposals/eCards, with one exception. You cannot clone sent eProposals containing an eContract.
To continue learning how to create an eProposal view the articles below -
- eProposal Activity - search within the activity log
- eProposal Activity - sort the activity log
- eProposal Activity - activity overview
- eProposal Activity - view a specific category in the activity log
- eProposal Activity - navigating resends
- eProposal Activity - Download PDF
- eProposal Activity - preview your eProposal or eCard
- eProposal Activity - how to link a copy of the eProposal
- eProposal Activity - statuses
- eProposal Activity - change an expiration date
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