Overview
The Duplicate Agreement feature enables you to create a new Service Agreement (SA) by cloning the existing SA. This saves time to create similar agreements by minimizing manual re-entries and errors, and streamlines workflows by duplicating agreement details into a new draft.
Duplicate an agreement from:
SA Proposal Builder screen when it's in the Draft status.
Service Agreement Dashboard when it's in the Activated status.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Primarily benefits Commercial Service and Replacement and Commercial Construction business types
Applies to all trades
Things to know
You can duplicate Service Agreements only within a single customer.
Duplicating an agreement creates a new agreement in Draft status, regardless of the status of the original agreement.
Duplicate agreements from SA Proposal Builder screen
On the Create a service agreement step 7: Preview and Send screen, click Duplicate Agreement.
On the Duplicate Agreement pop-up that opens:
Enter the Agreement Name.
Select a Service Agreement Template.
Select a Business Unit.
When finished, click Duplicate.
The duplicated agreement is created in the Draft status.
Duplicate agreements from SA Dashboard
Open the activated Service Agreement.
From the SA Dashboard, click More
, and then select Duplicate Agreement. 
On the Duplicate Agreement pop-up that opens:
Enter the Agreement Name.
Select a Service Agreement Template.
Select a Business Unit.
When finished, click Duplicate.
The duplicated agreement is created in the Draft status.