New: Duplicate proposals and edit lead answers

Hey there,

Two upgrades to how you work with proposals and leads. You can now duplicate an existing proposal — tweak the one that wins you business for each new lead instead of rebuilding from scratch. And when a lead's details change or arrive with a typo, you can edit their answers directly, so records stay accurate without asking anyone to resubmit. Image uploads in proposals also now show recommended dimensions, so everything looks sharp on the first try.

👉 Open Proposals to duplicate your best one, or open a lead to tidy up their answers.

Proposals · Recommended Image Sizes for Proposal Sections

Watch the proposal walkthrough