Copying Contracts

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Copying contracts is useful for renewing a completed contract or for using a pre-existing contract with another customer who receives similar terms.

When copying the contract, this copies the following data:

1.	The contract's basic data, such as the contract terms, the linked account, etc.

2.	The contract's Contract-price Charges

3.	The contract's default activity template, while applying the activities for the newly created contract

Copying contracts can be done in two ways:

Renewing Contracts With the Batch Copy Wizard

This option copies a group of contracts to the next date ranges. This method is generally used to renew contracts for the same customers. Note that if you are not familiar with the Batch Copy Wizard, it is recommended to review the How to Use Recurring Contracts section first. You can also watch the Copying Recurring Contracts video to familiarize yourself with the contract-renewal process.

Using the manual single copy

This option copies one contract at a time. This method is generally used to create a new contract for a different customer.

You can find more information on copying Contract-price charges along with the contract in the Copying and Renewing Contract with Contract-Price Charges section. Copying Contract-price charges along with the contract provides you with many benefits - you can read more about the benefits here.

You can also find more information on copying activity templates along with the contract and creating the activities automatically in the Activity Templates user Guide, under Copying Contracts With Linked Activity Templates section.