New Feature: Duplicate Proposals

  • Ryan O'Grady Ryan O'Grady
  • Apr 16, 2019

Often when you are creating a digital real estate proposal it will be for a similar property to what you have recently pitched for. It may even be a unit in the same building! Now you are able to duplicate an existing proposal and you only need to update the fields you want (e.g. vendor or landlord name, address, comparables) or leave them the same if required.

You can duplicate any type of template including sales proposals, property management proposals, pre-list kits, information brochures, marketing schedules, recruitment proposals etc. This feature allows you to quickly personals an existing electronic real estate proposal so that it is specific to your vendor or landlord but saves you time double entering information which can often be similar like comparables / CMAs, recent sales, testimonials, campaign calendars etc.