Duplicate agreements | Voters

Duplicate agreements

complete

Sunny Side Creative

Sometimes a client isn't ready to select all options available on a proposal. However, they are ready later. Is there a way to duplicate an executed agreement to update it and send the new version?

June 27, 2024

Geoff Mina

marked this post as

complete

This feature exists. Just click the (...) button and there is a duplicate when in the list view.

Sunny Side Creative

Geoff Mina I only see the option to edit, save as template, or delete in the list view on the agreements page. In the agreement itself, the only option I get when I click on the ... is to delete.

Geoff Mina

Sunny Side Creative try doing it from directly within the client record - not the main "Agreement" list.

Sunny Side Creative

Geoff Mina There it is! Thank you. Would also like to see it in the Agreements list though. ;)