Duplicating a budget saves you from building a similar budget from scratch. You can copy it to another project, save it as a new version of an existing budget, or turn it into a new proposal or template.
How to duplicate a budget
Open the budget you want to duplicate.
Click the Duplicate icon in the upper right corner.
Select the brand, project and target budget. You can create a New budget or save the copy as a new version of an existing budget.
Click Duplicate.
How to create a proposal from an existing budget
If you want to reuse an existing budget as a starting point for a new offer that isn’t linked to any project yet, you can duplicate it as a proposal:
Open the budget and click Duplicate.
Select the brand.
In the project field, don’t select an existing project. Instead, type a new name, for example, “BMW proposal”. Allfred uses it as a temporary project name.
Leave New budget as the target and click Duplicate.
The copy is saved as a proposal in Quotes → Budgets → Proposals. When the client approves it, you can create a project from it in one click.
How to turn an existing budget into a template
The steps are the same as for a proposal. The only difference is that in step 2 you select the Templates brand. The copy is then available as a template when you create new budgets.
FAQ
Can I duplicate a budget into the same project?
Yes. Select the same project and either create a New budget or save the copy as a new version of an existing budget.
I duplicated a budget but can’t find it. Where is it?
If you typed a new project name instead of selecting an existing project, the copy is saved as a proposal in Quotes → Budgets → Proposals.