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eProposal Activity - clone an existing eProposal or eCard

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.

Property_Select.png

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.
To continue learning how to create an eProposal view the articles below -
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