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Cloning Account Contracts

Last Updated: Aug 04, 2020

Cloning allows you to quickly create an account contract if you already have one setup on the account with similar settings to what you require. This is particular useful if an existing contract's commitments and other settings are identical to what you want but the contract term length or termination penalties need to be adjusted. An example where cloning may be useful is when a multi-year contract needs to be renewed as a monthly term auto-renewing contract. In that instance you would clone the multi-year contract, adjust its term, renewal configuration and termination penalties (if any) and then set it as the 'Renewal Contract' in the multi-year account contracts configuration.

To clone an account contract do the following:

  1. Under the Account Contracts heading on the left select the account contract you wish to clone

  2. Under the same Account Contracts heading click the (emoji) icon

  3. On the pop-up that appears provide a NameStatus and Start Date for the new contract

  4. Click Clone

  5. Modify the cloned contract details as required (see the adding account contracts section for instructions on how to populate Term, Commitment and Termination contract details)

  6. Click Save when you have completed configuration of the cloned contract