If you similarly handle sales deals each time, using templates can save you time. You can duplicate existing deals or create new templates.
Duplicating an Existing Sales Deal
Go to CRM > Deals and select the deal you want to duplicate.
Open the deal sidebar and choose Duplicate under the Settings tab.
Enter a name for the new deal and click Duplicate Deal. It will appear in your Deals list.
Note that duplicating a deal also copies all related services and expenses. You can edit the new deal as needed.