A few months ago, an update came out that allowed you to duplicate one smart file in “project a” and create it in “project b” … this saved me SO much time sending proposals out because I was able to go back to a project that had the same or similar services and use it as a starting point - or even better - didn’t have to adjust anything at all… Then that changed and you could only duplicate a file from project a within project a - which didn’t make much sense to me (although I could see this being useful if you have repeat clients who receive the same services - although isn’t that what recurring billing is for now?) Ugh.
Please HB bring this feature back. It was short lived but OMG saved me so much time and I could absolutely see a huge increase in my numbers when this feature was available to us, because I was able to complete proposals in a fraction of the time it took me otherwise.
