Configurable Deal Property Mapping

Decide exactly what data gets carried over when a deal is duplicated. With Deal Duplicator, you can configure a global set of rules to control which deal properties are copied to the new deal and which are left blank. This helps maintain clean, relevant records without manual cleanup.

Duplicate Quotes via Workflow

Easily clone completed quotes to the new deal using workflow actions. Perfect for creating reusable deal templates for standard packages or services. Published quotes are transitioned to edit mode so your team can customize them before sending.

Flexible Engagement Handling

Control how engagements (emails, notes, tasks, meetings, calls) are treated when deals are cloned—using simple workflow actions. Choose to: — Duplicate and associate with the new deal — Re-associate the originals (no duplicates) — Ignore engagements entirely Tailor each clone to carry the right level of context—no more, no less.