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ProPricer Ideas Portal
Status Planned
Workspace BOE Pro
Created by Guest
Created on Mar 24, 2026

Copy Proposal with Options

Feature Request: Copy Proposal with Options

Summary:
Allow users to copy an existing proposal along with selected configuration options, structures, and content so they can quickly create new proposals based on proven patterns.

Problem Statement:
Users frequently need to create new proposals that are variations of existing ones. Manually recreating options, structures, and settings is time-consuming and introduces inconsistency and mistakes between related proposals.

Proposed Solution:
Introduce a "Copy proposal with options" action that lets users choose which elements to include (e.g., WBS, pricing options, resources, BOE sections, workflows). Provide a clear summary of what will be copied, how references will be handled, and any values that will be reset (e.g., dates, identifiers).

Benefits:
Speeds up proposal creation, encourages reuse of best-practice configurations, and reduces errors by ensuring copied proposals start from a consistent, validated baseline.

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