How do I Clone a Proposal?

Demo:

Step-by-Step Guide: 

When you click into a proposal line or are already on the proposal detailed page, click the "Clone" button to duplicate the existing proposal. 

When you click on the Clone button, you will see a pop up to clone a proposal for the same grower or another grower.

•  In the pop up click "Another Grower" button if you want to clone the proposal to a different account OR click "This Grower" button to clone the proposal for the same grower.

If you selected "Another Grower" while cloning the proposal, you have to select the new grower from the pop up to create a cloned proposal under the new grower. Click the "Create Proposal" button for the chosen grower.

A prepopulated proposal will display. You can add additional products and edit the cloned lines to what is needed for the selected grower. Once completed, click on the "Save Proposal" button.

In the pop up if you selected "This Grower" button, the flow is the same minus selection of the new grower name. You still need to "Save" the proposal when cloning to the same grower. 

If you have any questions regarding this content, please reach out to us with the contact information provided below.

Syngenta Digital Support
Email: support@syngentadigital.com
Phone: (270) 435-4369
Toll Free: (866) 552-6332
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