Copy quotes and contracts across legal entities

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Feb 29, 2024	Oct 30, 2024

Business value

When quotes and contracts are created, a legal entity is associated with these records for customers who deploy the resource and non-stocked scenarios. When a copy is required, it may need to be recreated in a new legal entity to reflect an alternate delivery model.

Feature details

This feature empowers you with the capability to explicitly indicate and define the desired target legal entity, customer, and business unit during the process of duplicating or replicating a quote or contract. With this functionality, our platform ensures you have complete control and flexibility in specifying the precise entities and units involved in the replication process, thereby enhancing efficiency and accuracy in managing quotes and contracts within their respective contexts.

See also

Copy project-based quotes (docs)