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Why Is a Document Showing Twice in a Proposal or Agreement?

Learn why a document may appear twice in a customer proposal or agreement and what to check before contacting Support.

Article Introduction

Documents included in a proposal or agreement may come from more than one location.

In some cases, a document is already included as part of your organization’s preconfigured proposal or agreement documents. If the same file is also selected under Job Documents or Resources, it may appear twice.

Why is the document duplicated?

A duplicate may appear when the document is:

  • Already included in the configured proposal or agreement
  • Also enabled from the Documents tab using the Proposal or Agreement toggle

This causes both versions of the document to be included.

What should I check?
  1. Open the customer job.
  2. Select the Documents tab.
  3. Review both Job Documents and Resources.
  4. Locate the duplicated document.
  5. Check whether its Proposal or Agreement toggle is turned on.
  6. Turn off the applicable toggle, then generate and review the proposal or agreement again.

Turning off the toggle removes that selected copy from the customer document without deleting the file from the job.

What if the document still appears twice?

If the document is still duplicated after reviewing the toggles, contact Support so the document configuration can be reviewed.

You can contact Support through chat support or by emailing support@oneclickcontractor.com.