Articles on: Rooms

Duplicating a room

Duplicating an existing room is useful when a specific deal is a close analog of a new one — same structure, similar pricing, similar pitch.

Duplicate a room

Open the room you want to duplicate.
Click the room menu (three dots, top-left).
Select Duplicate.
Optionally rename the copy.
Click Create.

A new room is created as a full copy, with you as Owner.

What's copied

Every section and its order
All widgets in every section
Branding (workspace default unless the original had overrides)
Section visibility settings (hidden stays hidden)

What's NOT copied

Participants (you start with just yourself as Owner)
Activity history (fresh slate)
Comments & mentions
Tasks and subtasks (structure may carry over; assignees and completion state reset)
In-flight signatures
CRM sync links

Duplicate vs. template

	Template	Duplicate
Meant for	Reuse across many rooms	One-off reuse
Editable by others	Yes (Admins/Pros)	Only you
Workflow	Save → then create rooms from it	One-click copy

If you'll use the same structure more than twice, consider saving as a template instead of duplicating each time. See Saving a room as a template.

Who can duplicate

Admins — can duplicate any room in the workspace
Pros — can duplicate rooms they have Owner or Editor role in
Basic — cannot duplicate

[Creating a room](→ 02-rooms/01-creating-rooms/01-creating-a-room)
Saving a room as a template
[Managing rooms](→ 02-rooms/12-managing-rooms/01-changing-stage)

Updated on: 18/06/2026

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