Copy Brand Settings
If you have more than one brand, you can copy pricing, questionnaires, email templates and contracts between brands. Begin by selecting the brand for which you want to copy items into, e.g. a new brand you just created. Go to the Settings tab and click the "Learn More" link under the Copy Settings on the left-hand side.
Settings tab with the Copy Settings area highlighted.
Clicking the Learn More link will expand the Copy Settings area and display a series of drop-down menus.
Expanded Copy Settings area.
Select the brand from which you'd like to copy pricing, questionnaires, email templates or contracts. You can choose to copy one category or multiple categories. If you do not make a brand selection, that category will not be copied.
The drop-down menus display your other brands from which you can copy pricing, questionnaires, email templates and contracts.
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