How do I copy an existing proposal?


 

When you are ready to copy an existing proposal, select + New Proposal button from the main Proposals page:

 


  1. Follow the onscreen workflow for the Required Details and Option Details pages. 
  2. On the third and final step of the Starting Proposal window, you can choose to Copy Existing Proposal and pick from the dropdown an existing RFP360 published proposal. 
Note: When you re-use an existing proposal, the Sections and Questions are copied over. The responses are not copied, as you will likely be crafting unique answers.
 

 

 
 

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