Knowify offers a feature that will let you copy the contents of an existing job to use when creating a new job. We recommend this option when you need to duplicate the same or a similar proposal/bid, and would prefer not to have to recreate the proposal line for line.
To accomplish this, first open the job that you want to make a copy of and navigate to the Summary tab:
From the Summary tab of the job, you can click the drop-down menu next to the edit button to find the Copy Job option:
After you click Copy Job, Knowify will automatically start the process of creating a new project for you, while carrying over the contents of the original job. It will not copy over any invoices, client signatures, or actual job costs but it will get you started by bringing in the project's budget (if applicable), the proposal, the client, and terms&conditions.
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