Clone Documents & Contracts
complete
T
Tom Street
We need to the ability to clone documents and contracts templates. This would make it so much more efficient to use. We have numerous contracts which are by and by the same but with a few different clauses. At the moment we have to create each one from scratch and I can't find anyway of cloning these. It would be a real game changer for us and would save so much time. Please implement.
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S
Sales & Marketing
complete
S
Sales & Marketing
in progress
P
Pascal Dörflinger
Sales & Marketing
Does cloning a document also mean its cloning the metadata on which template it is based on? Crucial for those of us who use the Documents & Contracts Triggers in Workflows.
S
Simac Konkader
Common sense
D
D. Roger Maves
Yes, this is necessary. The ability to clone would save so much time and should have been part of the initial build.