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 Proposal/Card to revise and send. All the content from the original Proposal/Card 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., Proposal Name, Client, Client's Logo, etc.) or add new content as desired.

• Proposals Activity - search within the activity log
• Proposals Activity - sort the activity log
• Proposals Activity - activity overview
• Proposals Activity - view a specific category in the activity log
• Proposals Activity - navigating resends
• Proposals Activity - Download PDF
• Proposals Activity - preview your Proposal or Card
• Proposals Activity - how to link a copy of the Proposals
• Proposals Activity - statuses
• Proposals Activity - change an expiration date