Creating a Proposal
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      3. Creating a Proposal

      Copy Previous Contract Details

      Once a contract is created in an account, you will have the option to copy the Billing Details you filled out in that original contract to a new proposal. 

      1. Navigate to the account's details page
      2. Click on the Contracts tab
      3. Create a new proposal
      4. Toggle ON the "Copy Previous Contract Details" and click Create Proposal
      5. All the Billing Details and Terms from the last won contract will carry over onto the new proposal