Duplicating or Cloning Proposals in Britixo CRM.

📘 Introduction:

If you frequently create similar proposals or need to resend an updated version of an existing one, Britixo allows you to duplicate proposals in just one click. This helps speed up your workflow and ensures consistency in pricing, layout, and structure.

🔁 Step-by-Step: Clone a Proposal

📄 1. Go to the Proposals List

• Navigate to Sales > Proposals
  
  

• Locate the proposal you want to copy
  
  

🧭 2. Click the “Duplicate” Button

• Open the proposal by clicking the View icon
  
  

• At the top-right, click More (three-dot icon)
  
  

• Select Copy Proposal
  
  

This action will create a brand-new proposal pre-filled with:

• The same subject, client or lead
  
  

• Line items and pricing
  
  

• Notes, terms, and content
  
  

• Assigned staff
  
  

📌 The status of the new proposal will default to Draft.

✏️ 3. Edit the New Proposal (Optional)

Before saving, you can:

• Change the client or lead
  
  

• Update item pricing or quantities
  
  

• Set a new Open Till expiry date
  
  

• Add updated client notes
  
  

This helps you tailor the cloned proposal to a new scenario while reusing most of the structure.

🔗 When to Use Cloning

• When creating a variation of an expired or declined proposal
  
  

• For repeat clients with similar service packages
  
  

• When sending renewal offers with updated terms
  
  

✅ Tips:

• Use proposal templates for common content, and cloning for fully structured deals
  
  

• Always double-check client info and expiry date after duplication
  
  

• Cloned proposals will not carry forward previous status, views, or acceptance.