Option to duplicate projects rather than having to create a whole new one
A lot of the time, clients want to show multiple options to their homeowners but at the moment, the only way they can do this is to either create multiple separate projects for the job, save one as a PDF or edit it on the spot, which takes time.
They would like to have a 'duplicate' button or something similar, so the project is duplicated for the most part and then they can go in and make any adjustments needed.
AdminIsabel
(Admin, Enphase Energy )
shared this idea
We are happy to announce we have released the ability to design multiple options on one proposal.
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Ari Ronai-Durning
commented
I'd like to be able to provide the customer the ability to change to between two alternative designs or view two different designs at once. Some prefer the good, better, best approach but I like just two good choices with the option of a recommended one. Either would be fine though.
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Brett Hershey
commented
Please make a cloning option so that it's easy to clone a proposal.