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Proposaly

Unify presentations, proposals, agreements, and payments in Proposaly

Actions37

Document → Duplicate Document

AI-generated

Summary

Duplicates a Proposaly document in the selected workspace, using the supplied title and optional copy settings for recipients, price quote, add-ons, attachments, and team members.

Inputs

  • Workspace Name or ID (required) — Select the workspace where the document is to be duplicated, or provide its ID.
  • Document Name or ID (required) — Select the source document to duplicate, or provide its ID.
  • Document Title (required) — Title for the duplicated document.
  • Copy Recipients? — Whether to copy the source document's recipients. Defaults to false.
  • Copy Price Quote? — Whether to copy the source document's price quote. Defaults to false.
  • Copy Add-Ons? — Whether to copy the source document's add-ons. Defaults to false.
  • Copy Attachments? — Whether to copy the source document's attachments. Defaults to false.
  • Copy Team Members? — Whether team members from the source document can also access the duplicate. Defaults to false.

Output shape

A single n8n item containing the duplicated document data.

The provided source pack exposes only the operation's function signature, so the exact returned fields are not shown.

Examples

Example 1: Create a separate working copy of a proposal

Choose the workspace and source document, set a new title, and enable only the copy options needed for the duplicate.

Links

Discussion