To duplicate or template an RFP, first open the RFP. Then, click the 3-dot menu in the top right corner of your screen, and then click "Duplicate RFP..."

You then have the option to create a new RFP based on this RFP, similar to a clone of it. You can check the items that you want copied into the new RFP, then click Create.

You can also create a template for creating similar RFPs later. For instance, if you have a quarterly board meeting, you can use this template to build it out every single time and save a considerable amount of time.

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